Playbook related items component

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • The related items component provides access to the case related lists.

    The related items component uses an expandable accordion format. Agents can expand the desired lists to see the related items. This component also displays an icon with the number of items in a list.

    Figure 1. Playbook related items component
    The playbook related items component in the contextual side panel uses an accordion format to expand and display related list items
    Related lists include the following actions:
    • Create: opens a blank record in a sub tab that the agent can use to create a new item.
    • View all: opens a list of records in a sub tab.
    • Show more: is displayed for lists that have more than five items.
    The items in an expanded list are displayed as cards. An expanded list shows one card for each item in the list.
    • Agents can open an item in a sub-tab.
    • If a list has more than five items, it includes a Show more option.