CSM Configurable Workspace - can't even add a new record menu item

[Aidan]

I'm trying to get started with the CSM Configurable Workspace and have looked through the "Guided Setup", I've got many issues but the 'simplest' one is adding a "New Record Menu Item".  

I have added a record to the 'sys_aw_new_menu_item' table, and this now appears in the legacy Agent Workspace.  However, the CSM Configurable still only has the "New Interaction" option.  Interestingly, if I disable Interaction in the new record menu table it still is the only option.

Despite what the guided setup is saying, it looks like this table is being ignored. So if that's the case, what is the other option?

[Amanda_Joslin]

Hello Aidan,

I am excited to see you are using our latest Agent Workspace and starting to get an understanding of UI Builder. My team has recently launched aCOE on Community to help address some of these “how to” questions. Please take a look and see if your question is addressed in one of these modules. We are looking to build out future content as well, so please feel free to provide feedback.

Regards,

Amanda Joslin

[Aidan]

Thanks for the response, I'll look through the material you've put together.  On first viewing however there's nothing regarding adding the new record menu items so my question still remains.

The guided setup sends you to the same table as the "Agent Workspace" but this has no effect.

[Hendrik4]

Hi Aidan,

I agree, it is currently not obvious how to configure this. The Guided Setup does not help much.

However, there is a way: You need to go to Now Experience Framework > Experiences. There you open the CSM/FSM Configurable Workspace (or any other workspace you want to change). Then under UI Page Properties you need to open the chrome_tab record.

The JSON in the Value field is the one you need to change. The newTabMenu array defines what is displayed in the New Record Menu on the Configurable Workspace. Change the table, message, and condition or add a complete new element to the array.

Regards,

Hendrik

[Aidan]

Hi Hendrik

thanks for the suggestion, I'll give it a try and get back to you.