In CSM, I would like to set the view of the record screen to “workspace”.

[keisuke miya]

Hello everyone,

I have a question about CSM workspaces.
This is when I select an opportunity or quote record by following these steps
・Opportunity Management>Opportunity
・Quotation>ALL

Open the record and select the hamburger button in the upper left corner. I then would like to select View>Workspace, but it is not showing up.

I have confirmed that the above is displayed in the admin role.

I am not sure if this is ACL related or a problem with the View Rules Configuration settings in the UX, so I would like to know how to deal with this.

Thanks,

[Ankur Bawiskar · Accepted solution]

@keisuke miya 

if view rule is enforced then the views won't be visible

Did you check the above?

you can search for your exact view name here

If my response helped please mark it correct and close the thread so that it benefits future readers.

[shun6]

Hi @keisuke miya ,

There is a "View rule" which can restrict views by user role.

So I think there's a view rule which restrict for only admin role.

Control when the system displays a view

[keisuke miya]

Hi @shun6 

Thanks for letting me know.

However, there are probably 250 out of the box View Rules alone, and I can't figure out which ones are related to Workspace.
If you have any fields I should check, I would appreciate it if you could let me know.

Thanks,

[Ankur Bawiskar]

@keisuke miya 

250 view rules on 1 table, it's too huge.

you can search for your exact view name here

If my response helped please mark it correct and close the thread so that it benefits future readers.

[shun6 · Accepted solution]

@keisuke miya 

1. Enter values into the table and view column and search the view rule what you want modify.

2. Open the record and modified the script field.
I think the script includes gs.hasRole("admin"), so please modify it according to your requirements.

*About gs.hasRole, please refer to below docs.

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