How to edit the workspace

[Abdulrajak Sha1]

Hi,

How can I edit the workspace? I don't see any option to edit it after opening. Please help me. Thanks

[sunil maddheshi]

@Abdulrajak Sha1 

Editing a Workspace depends on what exactly you want to modify. Here are a few different scenarios and how to edit them:

1. Editing UI and Layout (UI Builder)

If you want to modify the UI of the workspace:

• Navigate to UI Builder (/now/ui-builder in the navigation bar).
• Select the workspace you want to edit.
• Make the necessary changes to pages, components, and styling.
• Save and Publish the workspace.

2. Editing Data and Configuration (Workspace Configuration)

If you need to edit workspace settings like landing pages, data sources, or experiences:

• Go to Workspace Experience (sys_ux_app table).
• Find the workspace you want to modify.
• Adjust the configurations as needed.

3. Editing Forms and Fields (Studio or Form Designer)

If you want to edit fields or forms:

• Open Studio (System Applications > Studio).
• Select the application tied to the workspace.
• Modify tables, fields, or UI actions accordingly.

4. Editing Navigation and Actions (Agent Workspace Configuration)

• Navigate to Agent Workspace > Configurations.
• Modify the workspace navigation, lists, or agent actions.

If you don’t see the edit option, you might not have the right permissions. Ensure you have the admin or ui_builder_admin role.

If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful."