Add the Process tab to the portal

Add a Process tab to the CSM ticket page so that users can track the playbook process.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Standard Ticket > Standard Ticket Configuration.
2. Open the configuration for your table.
3. In the Tabs related list, click New.
4. In the Tab Configuration form, fill in the fields as follows.

   Figure 1. Tab Configuration form

   

   Table 1. Tab configuration form fields

   Field	Data
   Type	Custom
   Tab name	Process
   Advanced	Toggle to active
   Visible script	Add one or more playbook sysIds
   Widget	Playbook
   Widget parameters	Widget 1: Name: playbook_uib_page_url Value: /now/playbook-portal/csm_case_process Widget 2: Name: playbook_experience_id Value: 0d71033773f220109edbc1f52ff6a741

5. Select Submit.
   Note:

   For the user to view the process tabs in the portal, ensure you have assigned the requisite ACLs.