Add a playbook to your contextual sidebar in a Workspace

If you want to add your playbook to your contextual sidebar on a workspace, the following steps should help you achieve that. I always create my configurable workspaces via AppEngine Studio, which makes my life much easier. :)

1. Open your Workspace in UI Builder and go to your record page
2. In the content tree click on the 'Contextual sidebar' component.
3. Click on the little plus sign '+ Add' to add a new tab, give tab a name and an icon.
4. Add the playbook component to your tab page
5. Now we need to add two properties to your page configuration so we can use it in our playbook component. Click the edit button on the body page configuration
6. Add two properties called something like "parentTable" and "parentSysId"
7. Now you can add the gform data properties to those new page properties as data bindings parentSysId --> @data.gform.nowRecordFormBlob.sysId parentTable --> @data.gform.nowRecordFormBlob.table
8. Last step is to bind those page properties to our playbook component