How to add approvals to the record page tabs in CSM/FSM Configurable Workspace

jkesslermn
Tera Contributor

We are considering using CSM for a current project, however cannot figure out how to customize the Record page tabs on the Record page.

jkesslermn_0-1750863246059.png

 

I see that they are controlled by the "Routes" field, and I can see the two items when I open the data resource and go to gform.nowRecordFormBlob.tabRoutes. However I can't find where I can add another list (like approvals) to these items.

jkesslermn_1-1750863436262.png

 

The "Learn more" link for the routes field points to a 404, and my search queries are turning up empty.

 

Any ideas how I can add something like "Approvals" to this list?

 

Thanks

6 REPLIES 6

Shruti
Mega Sage
Mega Sage

Hi,

1. To add approvals to Follow on Task, Configure the related list and add Approvers and Group approval

Shruti_0-1750915169413.pngShruti_1-1750915187475.png

 

Shruti_2-1750915227127.png

 

 

Hi Shruti,

I had already added Approvers as a related list expecting it to appear in the Record Page tabs on the CSM Configurable Workspace, however it did not have an effect.

GlideFather
Tera Patron

Olá @jkesslermn

can you please explain your use case, or what exactly is your ambition in the CSM/FSM Workspace?

Because you want to add the Approval for the Customer Service, where OOTB there is no Approval available, it require some configurations.

Have you already done it? Because the OOTB Approvals are in ITSM for Request fulfillment, then it can be for custom apps/tables but for CSM it requires to create it first.

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Hello Kamil,

We've been tasked with intaking a case (in PSDS which uses the CSM/FSM Workspace) that will need an approval step. I duplicated the "Record Default" page, which uses "Record page tabs" component to display the record information, instead of the components used in standard record template that I'm used to previously. There the related lists had a space in the related list tab. 

 

Here the component is called "Record page tabs", and is getting the list of tabs to display from gform.nowRecordFormBlob.tabRoutes (second screen shot). I would like to customize which tabs are displaying (mainly to add the related lists like approvers).