Form Layout Changed in CSM/FSM Configurable Workspace After Yokohama Upgrade

[annamkanton]

After upgrading to Yokohama, we noticed that when opening a case via the Parent Case link in CSM/FSM Configurable Workspace, the form layout is different from the original case. It shows extra tabs, unexpected fields, and some fields are missing or rearranged.

Where can I find the configuration that controls this view? How can I make the form match the original case layout?

[Voona Rohila]

Hi @annamkanton 

Open your Case Record, Right click on header -> configure -> form layout and check for 'Workspace' view.

The layout you configure here will be reflected in your workspace too.

Or Alternatively, You can open the case record in workspace

Click on profile Icon, Expand Configure page and click 'Form layout', This automatically opens up the record workspace view layout.

[annamkanton]

@Voona Rohila Thank you so much for your response, It helped me understand which view the case is getting opened from case task. It is picking the default view, how can we set it to open the parent record in workspace view? Or should I modify the default view similar to workspace view?

[Voona Rohila]

It automatically opens workspace view unless a specific rule/onLoad script forcing the view.

Can you check if there are any Workspace view rules configured on that table?

[annamkanton]

No Workspace view rules configured on that table