How to enable Customer Central for custom configurable workspace

Community Alums
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‎02-26-2024 03:22 AM

Hi, 

 

When we activated Customer Central plugin I can see "Customer Information" and "Customer Activity" tabs in interaction table in CSM/FSM Configurable Workspace.

We have created custom configurable workspace and trying configure the same for interaction table but we couldn't able to get "Customer Information" and "Customer Activity" tabs.

 

Any help will be appreciated.

 

Thanks in advance.

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Steven Steichen
Tera Expert

‎03-01-2024 01:26 PM

I was there a few weeks back. I got them to show but couldn't get them to work so I gave up and built variant home pages in CSM/FSM 

Depending on the version of the workspace the solution changes a little so you may have to edit 4 files but you need to find the 4 you need they are all UX Screens. If you use the old Viewport or Page Collections.
Find *customer in sys_ux_pages and add your custom tables below the OOB tables in the script.
Edit the UX Screen Condition to allow those custom tables to show. 
You will do this for Info and Activities.
If it's the other version, you need to do the same thing but find the UX Screen it uses.

Good luck getting activities to record. I can't get Case Type Tasks to record activities.

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