Add the data broker to your workspace page
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
Navigate to All > Now Experience Framework > UI Builder.
Select the Experiences tab.
Open your workspace.
Select the page on your workspace where you want to configure the Playbook tab.
Image omitted: cmpro-uib-page.png
Pages in the Legal Counsel Center experience on the UI Builder
Pages in the Legal Counsel Center experience on the UI Builder
- Select + in the Data resources drawer.
Image omitted: cmpro-add-data-resource.png
Data resource drawer with the add icon.
Data resource drawer with the add icon.
Search for the data broker you configured for the Playbook tab.
Select the data broker and then select Add.
Image omitted: cmpro-select-add-data.png
Pop-up window with the data broker and the Add button.
Pop-up window with the data broker and the Add button.
The Data Resource configuration modal appears.
In the Configuration tab, select the record table and record sysid.
Select Save on the UI Builder header.
Parent Topic:Configuring the Playbook tab on contract repository records