Different record views in Configurable Workspace while opening records

[Rachit Singh2]

Hi Team,

I have a CSM Configurable Workspace used to view the cases in which we have Asset records as a reference field. While we open the Asset from the list it opens in a different view but while we access the same asset from the case by clicking "Open Record" "i" icon it gives us a different view. How is it possible and how can we make both the views of the record same while opening from the list or through the case.

Please let me know the configuration to be edited, I am attaching the screenshot for the same.

Thanks

Rachit

[Diogo Ramos]

Without configuring the variant in workspace your best approach is to create a Workspace View Rule sysrule_view_workspace . You can define which view to execute, and which conditions under that view should be executed.

Once this is available, normally opening the record will execute the view rule and the same related lists should be available. 

You first need to identify which view is the one you want to show, one of them will probably be called Workspace. 

Hope it helps.