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.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Now Experience Framework > UI Builder.

2. Select the Experiences tab.

3. Open your workspace.

4. Create a new page by selecting the + icon.

1. Select Create from scratch instead.

2. On the form, enter the Review Obligation List in the Name field.

   The URL path will be automatically updated with review-obligation-list.

3. Select Looks good.

4. Complete the remaining steps to create the page.

   For more information, see Create a page in UI Builder.

5. Add a viewport component for the page.

   For more information on adding a viewport, see Add a viewport component to your page.

   1. In the configuration panel, select + Add to attach the Now Assist in Contract Management page collection.

   2. Select Apply default configuration with added URL parameters and then select done.

6. Create a client script for the page.

   For more information on adding a client script, see Define and bind client scripts to components.

   1. Select + next to Client scripts.

   2. Name your script.

      A descriptive name helps you know what the script does. It also makes it easier to find the script later when you add it to an event handler.

   3. Add the following script.

      function handler({api, event, helpers, imports}) {
      
      api.emit("MACROPONENT_VIEWPORT_LOAD_REQUESTED", {
      
      viewportElementId: 'viewport_1',
      
      route: 'review-obligations',
      
      fields: {
      
      'cntrSysId': api.context.props.sysId,
      
      'diTaskSysId': api.context.props.diTaskSysId
      
      },
      
      params: {}
      
      });
      
      }
      

   4. Select Apply.

7. Select the Body component and then select the Events tab under Page configuration.

1.  Select **Add handler** under the **Page ready** section.

2.  Select the client script created in step 10.

3.  Select **Continue**.

The client script is bound to the Page ready event. When the page loads, this event handler automatically executes the client script.

1. If Form Controller is available under Data resources, remove it.

2. Navigate to the General tab under Settings and verify that table, sysId, and diTaskSysId are available under the Required parameters.

   If the parameters are not available, add them manually. For more information on modifying the page settings, see Edit page variant settings.

Parent Topic:Configuring the Playbook tab on contract repository records