Configure the Playbook tab component for your workspace

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

    • Use the Tabs component in UI Builder to configure the Playbook tab on the contract repository record page for your workspace.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > Now Experience Framework > UI Builder.
    2. Select the Experiences tab.
    3. Open your workspace.
    4. Select the page on your workspace where you want to configure the Playbook tab.
      Abbildung : 1. Page and variants for your workspace
      Pages in the Legal Counsel Center experience on the UI Builder
    5. Select the Main Tab component.
      Abbildung : 2. Main tab component on the left pane
      Main tab component on the record page
    6. Select Add under the Tabs section.
    7. In the pop-up window, select Start from an empty container.
    8. Select Next.
    9. On the form, fill in the fields.
      1. In the Tab label field, enter Playbook.
        The Tab ID field is automatically updated.
      2. On Hide tab, hover over the field and select the option to bind the data broker configured for the playbook.
        For more information, see Connect data to your components.
        Abbildung : 3. Connect data broker to the tab component
        Tab settings to connect the data broker to the tab component.
      3. Select Create.
      The new tab appears under the Main tab component.
      Abbildung : 4. Playbook tab
      New playbook tab under the Main Tab component
    10. Expand Playbook and then select Add content.
    11. In the Add content window, select Playbook Focused Vertical and then select Add.
      Abbildung : 5. Add playbook content
      Add content for the tab.
    12. In the Data resources drawer under the Data and scripts section, select Playbook Custom Layout.
      Abbildung : 6. Playbook custom layout
      Playbook custom layout under the Data resources drawer.
      The Playbook configuration modal appears.
    13. In the Configuration tab, do the following:
      1. In the Parent SysID, select the record sysid under props.
      2. In the Parent Table, select the record table under props.
      3. In the Playbook Experience, select Contract Metadata Extraction Playbook.
    14. Select Save on the UI Builder header.