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.

[Ankur Bawiskar]

@keisuke miya 

ideally whoever has view_changer role should see all the views

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

[keisuke miya]

Hi @Ankur Bawiskar 

Thanks for the advice!

I just don't know what values to change for “table” and “view” to get the workspace View to show up.
I would like to know which values to change to apply the Workspace View.

My company has not changed the view rule settings from out of the box.

[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.

[keisuke miya]

Hi @shun6 @Ankur Bawiskar 

Thanks for the useful advice.

I understand the research procedure.

However, when I enter the table names of the records that I use in the CSM workspace in SOMT, for example, Opportunities, Quotes, and Contracts, I can't find them.

I will continue to research using the procedure you have given me.
Thanks,