Customize content in the left side panel for a playbook page

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Components that can be added to the left side panel include Customer360, Timeline, Active SLA, or a custom ribbon component. You can update the ribbon component attributes based on the fields you want to display in the left side panel on the playbook page.

    Vorbereitungen

    Role required: workspace_admin, ui_builder_admin, admin

    Hinweis:

    Any changes made to the configuration will affect other record pages and page variants where this ribbon setting is used.

    Prozedur

    1. Navigate to All > Now Experience Framework  > Configuration Settings > UX Ribbon Setting.
    2. Select a ribbon setting for your table.
      If a ribbon setting doesn’t exist for your table, you can create one. For more information, see Set up a ribbon configuration in CSM Configurable Workspace.
    3. Select values for the Ribbon component and the Ribbon Component Attributes.
    4. Select Update.