Adding record information in CSM workspace

[Bindu Rachamadu]

Hi All,

I have added custom tables in the CSM workspace but when I open the record, I'm unable to see contact, timeline and active SLA. 

[Ratnakar7]

Hi @Bindu Rachamadu ,

Make sure, you are adding those field in Workspace view :

Thanks,

Ratnakar

[JagjeetSingh · Accepted solution]

Hi,

You need to do this manually for your custom tables. I am assuming you are working on case type. This is how you can configure ribbon components for custom tables.

1. Navigate to Now Experience Framework > Configuration Settings > UX Ribbon Setting.

2. Click on New and create a record for "Customer 360" ribbon. You can take reference from OOTB record created on Case table.

3. Now navigate to Now Experience Framework > Configuration Settings > Ribbon Configuration Settings.

4. Click on New and create a record for customer 360. Again you can take reference from OOTB record created for case table.

Repeat the steps for Active SLA and Timeline ribbon components as well.

[andy_now]

Amazing, thanks for this!