Configure list layout in CSM Configurable Workspace

martaparrillamo
Tera Expert

Hi all,

I need to know how to modify the list layout displayed in CSM Configurable Workspace (no Agent Workspace) when user drill-down in one of the reports shown in landing page:

find_real_file.png

find_real_file.png

This layout does not match with layout configured in any of the views in backend (not even CSM Workspace view):

find_real_file.png

Thanks and Regards.

1 ACCEPTED SOLUTION

martaparrillamo
Tera Expert

Hello All,

 

I have received the solution from Hi Support.

To modify the list layout displayed from drill-down report, you need to configure the list of "default view" for the sn_customerservice_case table.

1 - Go to "List" table and search for table=sn_customerservice_case AND view=Default view.

2 - Open record and configure the fields you want to display in "List Elements" related list.

 

Regards.

View solution in original post

10 REPLIES 10

martaparrillamo
Tera Expert

Hello All,

 

I have received the solution from Hi Support.

To modify the list layout displayed from drill-down report, you need to configure the list of "default view" for the sn_customerservice_case table.

1 - Go to "List" table and search for table=sn_customerservice_case AND view=Default view.

2 - Open record and configure the fields you want to display in "List Elements" related list.

 

Regards.