Add the data broker to your workspace page

task australia Updated Sep 10, 2026 1 min read cmpro-add-databroker-workspace.md
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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.

    [Omitted image "cmpro-uib-page.png"] Alt text: Pages in the Legal Counsel Center experience on the UI Builder

  5. Select + in the Data resources drawer.

    [Omitted image "cmpro-add-data-resource.png"] Alt text: 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.

    [Omitted image "cmpro-select-add-data.png"] Alt text: 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.

Parent Topic:Configuring the Playbook tab on contract repository records

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