I have the response templates configured in Agent Workspace contextual side panel that I am trying to configure in csm configurable workspace.
Going to sys_ux_screen_type table I found the 'Response Template' UX screen collection. I have added a UX App Route to route this UX Screen to my csm record page( which is the record page I am trying to add it to) under the parent Macroponent but that didn't seem to add it into the contextual sidebar in the csm record page. Any suggestions here?
CSM Configurable workspace contextual side panel:
Agent workspace contextual side panel:
Responding to my own post, I did get it configured.
There was one more step that needed to be done for this to be configured properly. Here are the steps I did to configure it.
1. First go to sys_ux_screen_type table using the filter navigator by typing in sys_ux_screen_type.list
2. In the UX Screen Collections table search for the component you want. ex. Response Template. Open the record
3. In the 'UX App Routes' tab, create a new record by clicking the 'New' button
4. In the 'Parent Macroponent' field find and select the UI builder page you want this to show up on
5. In the 'Parent Macroponent Composition Element ID' field type the UI builder Component ID that you want it to show up in. *in this example I wanted the response template component to be present in the Tab sidebar (ID: viewport_gph) inside the record page.
Component ID:
UX App Route:
After this is done you will see that it has been added to the component inside the page that you stated.
Responding to my own post, I did get it configured.
There was one more step that needed to be done for this to be configured properly. Here are the steps I did to configure it.
1. First go to sys_ux_screen_type table using the filter navigator by typing in sys_ux_screen_type.list
2. In the UX Screen Collections table search for the component you want. ex. Response Template. Open the record
3. In the 'UX App Routes' tab, create a new record by clicking the 'New' button
4. In the 'Parent Macroponent' field find and select the UI builder page you want this to show up on
5. In the 'Parent Macroponent Composition Element ID' field type the UI builder Component ID that you want it to show up in. *in this example I wanted the response template component to be present in the Tab sidebar (ID: viewport_gph) inside the record page.
Component ID:
UX App Route:
After this is done you will see that it has been added to the component inside the page that you stated.
Hi @ThunderDev. I do not think you need to go through all of these steps on your own. Just select the Contextual sidebar component on your page in UI Builder. Go to the Config and hit the Add button in the Tabs section. This does all of the magic for you. In the end, it probably does the same as you did. You can do that even on read-only pages.
However, it will create a new page so I'm not sure if it works for your specific use-case with something that was configured in Agent Workspace before.
