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

Aidan
Tera Guru

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?

11 REPLIES 11

Jappau
Tera Contributor

Thank you very much Hendrik4.

I did modify the JSON file to get what I wanted so it's all good.

Gary-NZ
Tera Contributor

That works for me, thanks...Gary