CSM Workspace Grouping Table Issue.

FaizanK
Tera Contributor

Hi, I had a question to do with CSM Workspace. Essentially I need to do a group by task, so in the workspace in the lists menu, there's a table called Contacts as shown. (Hid the records due to data privacy)

FaizanK_0-1762789063732.png

When I click on a record on this contacts table , you can see multiple tabs one of the tabs is 'Contact relationships' 

FaizanK_1-1762789151347.png

 

Now when I go to the 'contact relationships' tab, here is the table for the 'contact relationships' tab. So basically,  I want to  group by the  'Account' column, and this should be the default view. So anytime anyone clicks on a record in the contact table and goes to the 'contact relationships' tab it should automatically be grouped by 'Account'.

FaizanK_2-1762789236922.png

Now I've tried seeing if I can use UI Builder for this, but Iam not sure how to solve it using UI Builder. Iam not sure if the solution is UI Builder or something else. 

I've tried going to the CSM/FSM workspace experience in UI builder.

FaizanK_3-1762789288305.png

And then I've navigated to lists.

FaizanK_4-1762789310982.png

But this is all I am getting so far , I cant navigate to tabs etc.

FaizanK_5-1762789344811.png

If anyone has any ideas on how to achieve this task or if you've done a task similar to this, please let me know on how you went about doing this, it'll be really helpful.

Thank you.

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