CSM Workspace URL to include Case Number

LearnerNitin
Tera Contributor

4 hours ago

Hello Folks

 

I was checking to see if there was an option to configure CSM workspace URL for a record to open via the case number and not sys_id.

Earlier in non workspace env , the URL could have been altered via sysparm to include number.

Is there a similar functionality available on workspace?

 

Regards

 

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Bhuvan
Kilo Patron

3 hours ago

@LearnerNitin 

 

If you are familiar with UI Builder you can change the configuration to include Case Number instead of Sys ID

 

Go to UI Builder -> Experiences -> CSM/FSM Configurable Workspace -> Locate 'Record' and open in settings 

 

Refer below for the configuration where parameters are passed and event handler opens the case record in form view on click on case number from workspace

Bhuvan_0-1757470080355.png

I would recommend not to change this configuration as many of the pages are read-only and you would need to create a variant and customize out of box behavior to achieve this.

 

I hope you appreciate the efforts to provide you with detailed information. If this helped to guide you or answer your query, please mark it helpful & accept the solution. 

 

Thanks,

Bhuvan

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