How to edit the workspace
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02-17-2025 04:11 AM
Hi,
How can I edit the workspace? I don't see any option to edit it after opening. Please help me. Thanks
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02-17-2025 04:38 AM
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."