How to configure buttons from Agent Workspace to CSM Configurable Workspace

ThunderDev
Tera Guru

I'm in the process of configuring CSM Configurable Workspace, I need the case record form to be as similar to agent workspace. I have certain buttons that have been configured in Agent workspace and standard UI, How do I configure these pre-existing buttons from Agent Workspace to CSM Configurable Workspace?

 

Agent Workspace Buttons:

AWbuttons.png

CSM Configurable Workspace buttons Currently:

CWbuttons.png

 

 

1 ACCEPTED SOLUTION

ThunderDev
Tera Guru

Answering my own question. I did figure this out for anyone else that might come across this post. These are the steps I did to do it:

1. Navigate to System Definition > UI Actions

2. Find a UI action that you want to bring over to CSM and open that record

3. Under the 'Workspace' tab click 'Format for Configurable Workspace' check box and save the record

CWButtonConfig.png

 

 

What this button does is creates a Form Action record that is needed so that configurable workspace can use the UI Action as configurable workspace doesn't use UI Actions but use UX Form Actions. You can now navigate to Now Experience Framework > Actions and Events > UX Form Actions Configs to view the newly created record.

 

 

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ThunderDev
Tera Guru

Answering my own question. I did figure this out for anyone else that might come across this post. These are the steps I did to do it:

1. Navigate to System Definition > UI Actions

2. Find a UI action that you want to bring over to CSM and open that record

3. Under the 'Workspace' tab click 'Format for Configurable Workspace' check box and save the record

CWButtonConfig.png

 

 

What this button does is creates a Form Action record that is needed so that configurable workspace can use the UI Action as configurable workspace doesn't use UI Actions but use UX Form Actions. You can now navigate to Now Experience Framework > Actions and Events > UX Form Actions Configs to view the newly created record.