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How to set existing form view in Agent Workspace?

Mahesh44
Kilo Expert

Hello,

Can we set the forms with existing views? If no I have to set the fields, section and related lists with same as existing view. Also client scripts should work as existing view.

Regards,

Mahesh.

9 REPLIES 9

UI Builder is the app you use to configure workspaces. Are you using that app?

Yes

For setting forms I go to Agent Workspace and on the top right corner User menu -> Configure Page -> Form Layout.

For setting forms I go to Agent Workspace and on the top right corner User menu -> Configure Page -> Form Layout. It redirects to UI to set form layout

Hey Michael,

Could you please elaborate?