Dear -
I need to do poc to configure Configure Agent Workspace and allow users to log in and work on cases.
I have created workspace url using UI Builder directly. As and admin I can see data but when I am impersonating as a user I don't see anything page just keeps loading. Also I am not sure how to assign users , roles to access the url by external users.
giving a fresh start , I am now following steps mentioned in Service Now Product document.
- Navigate to All > Workspace Experience > Administration > Landing Pages.
- Click the CSM Landing Page.
- Click Clone Page.Note: The Clone Page action is available when the application scope is CSM Workspace.I don't see Clone option although as admin I am in CSM WorkspaceAT step 7 , Configure a container, I am unable to find "UX Page Elements"
- Click the UX Page Elements related list.
- Click New Container or select an existing container.
- Fill out the form.
I skipped above steps and opened newly created landing page in UI Builder (using button "Open in UI Builder").
In UI Builder view I am seeing very limited options , like I don't see other components like form, list menu ...also
I don't also any option to configure components which is their when I open UI Builder directly.
Looks like something I am missing, please share me if any ready doc available to set up csm agent workspace and share others to allow agents to log in and view cases.
Please help.
