Response Templates for CSM Configurable Workspace

Eheitman
Tera Guru

Hello,

 

Has anyone had experience adding Response Templates to an Extended table? We currently have 2 separate teams working in CSM/FSM Configurable workspace one is on sn_customerservice_case and the second is extended off of that table. Both teams need to be able to use Response Templates but team 2 gets a No Table Configuration message. Both teams share the same UI Variant Record Page

 

Here are some of the community posts and KB I have followed along with my current configuration attached

Add custom components to the Contextual Side panel 

Set up multiple Agent assist 

Configure table for a contextual search 

Agent assist and Response template are not visible in CSM Workspace 

How to set up agent assist for incidents in CSM workspace ? 

Configure Agent Assist in CSM Configurable workspace 

 

I then found this when going to submit my question 

Configuring Contextual Side Panel Tab in CSM Configurable workspace 

I followed the Second person's suggestion and that seems to have gotten me closer, I now have a second Response Template Tab that is just always spinning

 

Any Direction or documentation would be greatly appreciated

 

Thanks

 
1 ACCEPTED SOLUTION

Eheitman
Tera Guru

I finally figure this one out

 

I did not end up having to make a second response template tab, I was able to leverage the one that already was available to CSM Workspace and just had to add my extended table config to it.

 

The other thing I had to do to get this to work properly in Vancouver was add my Agent Assist and Response Template Table Configurations to the UX Page Property table (sys_ux_page_property) under contextualTableConfigMapping_main. This allows the Side Panel Tab Management Controller to find the config and solved the No Table Configuration issue when clicking the Response Template Contextual Side Panel icon on my extended table

 

Hope this helps anyone else that was stuck like me

View solution in original post

12 REPLIES 12

Hello,

 

We are not in Washington yet so I am not sure if anything changed, can you add some screenshots of what you have done so far? Maybe we can figure this out

 

Thanks

RWHeals
Tera Contributor

Here are the configs I made so far.

 

RWHeals_0-1722632788671.png

 

RWHeals_1-1722632862953.png

 

I see you added the Response Template Screen, did you also do the Agent Assist Screen?

 

Then you need to add Agent Assist and Response Template Table Configurations to the UX Page Property table (sys_ux_page_property) under contextualTableConfigMapping_main. You can follow the same format as the other lines, it needs to be exact and watch for the closing brackets if you add it on the last line. See Screenshot below. The top section is for Agent Assist and towards the bottom is for Response Template

RWHeals
Tera Contributor

Life saver, thank you!  You were right about that syntax too, phew!

Have you tried implementing this functionality in Service Operations Workspace at all?