Can you use custom agent workspace contextual sidebar components in CSM Configurable Workspace

ThunderDev
Tera Guru

I have a custom contextual sidebar panel component 'Response Templates' that is used in agent workspace. Is there a way to re-use this component and configure it to show up in the record page in CSM Configurable workspace?

 

Contextual sidebar panel in agent workspace: 

ThunderDev_0-1689021569858.png

Contextual sidebar panel in CSM Configurable workspace:

ThunderDev_1-1689021633296.png

 

1 ACCEPTED SOLUTION

ThunderDev
Tera Guru

Responding to my own post

The answer is yes. Here are the steps to do it

1. First go to sys_ux_screen_type table using the filter navigator by typing in sys_ux_screen_type.list

2. In the UX Screen Collections table search for the component you want. ex. Response Template. Open the record

3. In the 'UX App Routes' tab, create a new record by clicking the 'New' button

4. In the 'Parent Macroponent' field find and select the UI builder page you want this to show up on

5. In the 'Parent Macroponent Composition Element ID' field type the UI builder Component ID that you want it to show up in. *in this example I wanted the response template component to be present in the Tab sidebar (ID: viewport_gph) inside the record page.

 

Component ID: 

ThunderDev_1-1689080366775.png

 

 

UX App Route:

ThunderDev_0-1689080346536.png

 

After this is done you will see that it has been added to the component inside the page that you stated.

ThunderDev_2-1689080455757.png

 

 

View solution in original post

1 REPLY 1

ThunderDev
Tera Guru

Responding to my own post

The answer is yes. Here are the steps to do it

1. First go to sys_ux_screen_type table using the filter navigator by typing in sys_ux_screen_type.list

2. In the UX Screen Collections table search for the component you want. ex. Response Template. Open the record

3. In the 'UX App Routes' tab, create a new record by clicking the 'New' button

4. In the 'Parent Macroponent' field find and select the UI builder page you want this to show up on

5. In the 'Parent Macroponent Composition Element ID' field type the UI builder Component ID that you want it to show up in. *in this example I wanted the response template component to be present in the Tab sidebar (ID: viewport_gph) inside the record page.

 

Component ID: 

ThunderDev_1-1689080366775.png

 

 

UX App Route:

ThunderDev_0-1689080346536.png

 

After this is done you will see that it has been added to the component inside the page that you stated.

ThunderDev_2-1689080455757.png