Configuring the Playbook tab on contract repository records

Configure the visibility of the Playbook tab on contract repository records so contract managers can review and act on AI‑extracted metadata and obligations.

The playbook appears on the contract repository record when the Now Assist in Contract Management plugin is installed for your workspace. If the playbook tab is not configured in the base system for your workspace, you must configure the playbook tab to control its visibility.

The visibility of the Playbook tab is controlled by a data broker. The conditional logic is provided as a script method, sn_cm_gen_ai.ContractsMetadataExtractionHelper() in a Script include file. To invoke this action, create a method in one of your Script include files for your workspace, which can be accessed by the data broker linked to your workspace on the UI Builder.

1. Add a script include method for the Playbook tab
2. Add a data broker server script for the Playbook tab
3. Add the data broker to your workspace page
4. Configure the Playbook tab component for your workspace

5. Configure obligation review for the playbook

6. Add a script include method for the Playbook tab
   Add a script include method that controls the Playbook tab visibility on the contract repository record by verifying plugin availability and applying conditional logic.

7. Add a data broker server script for the Playbook tab
   Configure a data broker server script that connects the UI Builder component to the script include method controlling the Playbook tab visibility.
8. 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.
9. Configure the Playbook tab component for your workspace
   Use the Tabs component in UI Builder to configure the Playbook tab on the contract repository record page for your workspace.
10. Configure obligation review for the playbook
    Create a page in UI Builder that uses a viewport component to dynamically load obligation review content in the playbook.

Parent Topic:Add and configure contract request functionality into your workspace

Related topics

Configure non-task tables for contract templates

Add a workspace action button for initiating a contract request

Add Contract requests tab to the contract request record

Add amendment tabs to contract repository record

Add Contract documents tab to the contract repository record

Copy fields from parent request to contract request

Group contract documents by contract type in a contract request

Add access to obligation management from contract repository records

Configure the contract request form header for your workspace

Assign a role for configuring template mappings

Enable contract request fields in condition builders