Configure the Documents related list in Information Request Playbook

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

    • An admin can configure a related list called "Documents" to appear in the Dynamic Related Records List in Information Request Playbook. When selected, the document will open in a separate workspace tab, which allows agents to see all document versions.

    Warum und wann dieser Vorgang ausgeführt wird

    The Documents card should include the following fields:
    • Document Title
    • Document Version
    • Document State
    • Last Updated Date

    Vorbereitungen

    Role required: admin

    Prozedur

    Navigate to All > > .