PSDS - CSM/FSM Workspace Question

[Shawn Roach]

I'll be implementing PSDS in a few days.  My question is regarding best practices.  Should we utilize the CSM/FSM Workspace (as used in the PSDS labs) or should we create a new Configurable Workspace/make a copy of the CSM/FSM workspace?

[Amit Gujarathi · Accepted solution]

Hi @Shawn Roach ,
I trust you are doing great.

1. Customization Needs: If your organization has unique requirements that cannot be met by the OOB workspace, creating a new Configurable Workspace or making a copy of the OOB workspace may be a better option. This allows you to tailor the workspace to align with your specific business processes and workflows.

2. Future Upgrades: Keep in mind that any modifications made to the OOB workspace may require additional effort during future platform upgrades. If you anticipate frequent updates or upgrades, it might be more efficient to utilize the OOB workspace and leverage its compatibility with future releases.

3. Time and Resources: Creating a new Configurable Workspace or modifying the OOB workspace requires time and resources. Assess the availability of skilled developers and the project timeline to determine if you have the necessary capacity to build and maintain a custom workspace.

Now, let's consider an example of how to create a copy of the OOB workspace using code. You can follow these steps:

1. Go to the Service Portal Designer and open the OOB workspace you want to copy.
2. Click on the "..." button in the top-right corner and select "Copy Widget".
3. Provide a new name for the copied widget, and optionally, adjust its settings as needed.
4. Save the copied widget and exit the designer.

[Shawn Roach]

Thank you, Amit!