How to configure what fields are shown in CSM workspace's major case "add child case" window?

Miikka_M
Tera Guru

Hi, 

I'm implementing CSM configurable workspace for customer. I'm trying to get rid of some fields of list what can be found from CSM agent workspace -> major case -> child cases -> add child case

find_real_file.png

In major case ticket, under child cases, when I click "add" to add child cases, window below pops up. How I can configure what fields are shown in this window?

find_real_file.png

 

I managed to configure child cases fields from backend, by opening that specific major case and managed it there, but changes I do there, doesn't affect to CSM Customer Service Workspace. As we can see, in backend, there is different fields in child cases window (picture below) than in workspace (picture upward)

find_real_file.png

So what is the correct way to configure CSM configurable workspace major case "add child case" window fields?

Best,
Miikka

3 REPLIES 3

Insider
Giga Guru

Hello Mikka,

Try opening the same on General instance in the workspace view.

The Workspace view on instance and Agent workspace is similar.

 

Thanks,

Shafi

Hi, 

Do you mean opening this specific case on backend in "workspace" view? 

find_real_file.png

You can't configure child cases fields on Workspace view, since these are related to Major Case view. 

Best, 
Miikka

Miikka_M
Tera Guru

Up. Still haven't got the answer.