Add the data broker to your workspace page

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Add the data resources to your page in the UI Builder to dynamically expose data from tables, records, or other elements on your page.

    Before you begin

    Role required: ui_builder_admin

    Procedure

    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.
      Figure 1. Page and variants for your workspace
      Pages in the Legal Counsel Center experience on the UI Builder
    5. Select + in the Data resources drawer.
      Figure 2. Data resource
      Data resource drawer with the add icon.
    6. Search for the data broker you configured for the Playbook tab.
    7. Select the data broker and then select Add.
      Figure 3. Select and add data resource
      Pop-up window with the data broker and the Add button.
      The Data Resource configuration modal appears.
    8. In the Configuration tab, select the record table and record sysid.
    9. Select Save on the UI Builder header.