How to edit the workspace

Abdulrajak Sha1
Tera Contributor

Hi,

 

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

 

 

AbdulrajakSha1_1-1739794191483.png

 

5 REPLIES 5

sunil maddheshi
Tera Guru

@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.

 

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