Add Hr templates to contextual sidebar on HR workspace

[Luke James]

Hello, 

I would like to add an option to the contextual sidebar on the HR agent workspace. Has anybody been able to do this? And if so what steps did you take to do this? 

Many Thanks, 

Luke

[Sreeram Nair]

To add an option to the contextual sidebar in the HR Agent Workspace, open UI Builder and navigate to the HR Agent Workspace experience. Select the relevant page, such as the HR Case page, and locate the contextual side panel in the page outline. Add a new side panel item (or action) and configure its label, icon, and visibility conditions - for example, to show it only for certain roles or case states.

You can choose what the item will open, such as a record, related list, external URL, or even a custom component if you need unique functionality. If you use a custom component, first create it in UI Builder or your source repository, then link it to the panel and pass any required inputs like the current case sys_id. Once configured, save and preview the page to ensure the new option appears and behaves as expected, and don't forget to publish your changes.

[Luke James]

@Sreeram Nair  thanks for your reply.

Yes, I can add a menu item in the UI builder. And add the table into the menu to point to the HR template table, but can't seem to return any of the HR templates. 

[Sreeram Nair]

I think this usually happens because the menu item points to the HR template table, but the workspace data source or UI Builder data binding isn’t returning records due to missing permissions or incorrect data source configuration.

Just try to check the below things:

1. Confirm Table Access – Make sure the logged-in role (e.g., sn_hr_core.profile, hr_admin) has read access to the sn_hr_core_template or whichever HR template table you’re using. If ACLs restrict access, the list will appear empty even if the table reference is correct.

2. Check Data Source in UI Builder – In your side panel or list component, open the Data panel → Data resource → verify it’s using the correct table and conditions (e.g., sn_hr_core_template with no extra filter). Sometimes UI Builder auto-applies a workspace context filter like u_hr_case that limits results.

3. Workspace Context – If the contextual sidebar is tied to a record page (like HR Case), ensure the table source doesn’t depend on context.sys_id. For HR templates, you may need to uncheck “Apply workspace context” or remove the $page.parameters.sys_id filter.

4. View/Access Configuration – Check if the HR templates are published or active; some templates are stored as inactive or scoped to specific processes. Use the list view (sn_hr_core_template_list.do) to confirm they exist and are readable.

5. Debug in UI Builder Preview – Use “Preview data” under the Data resource configuration. If it returns zero results, the issue is with filtering or access, not rendering.