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Form Fields: classic view vs workspace view

A_Valentine
Tera Guru

I created a custom field for the change form. It shows up in classic view but when I go to the workspace the new field is not displayed.  The other fields are shifted like the new field should be there but it isn’t. Any ideas what I did wrong when creating the new field? 

2 ACCEPTED SOLUTIONS

Hi @Kan ,

I have done that.  I see it in that view as shown here.

A_Valentine_0-1709652647089.png

But when I load the workspace I don't see those 2 checkbox fields.

A_Valentine_1-1709652777012.png

Thanks for the help!

 

View solution in original post

Hi @Kan ,

I have done that.  I see it in that view as shown here.

A_Valentine_0-1709652647089.png

But when I load the workspace I don't see those 2 checkbox fields.

A_Valentine_1-1709652777012.png

Thanks for the help!

 

View solution in original post

5 REPLIES 5

Anirudh Pathak
Giga Sage

Hi @A_Valentine ,

You will need to add that field to the workspace view.

Follow the below steps -

1. Click the additional actions icon or right click on the form header and select View > Workspace.

2. Click the additional actions icon or right click on the form header and select Configure > Form Layout.

3. Bring that field from available bucket to selected bucket and save the form.

4. Navigate to workspace you will be able to see the field now.

 

 

Hi @Kan ,

I have done that.  I see it in that view as shown here.

A_Valentine_0-1709652647089.png

But when I load the workspace I don't see those 2 checkbox fields.

A_Valentine_1-1709652777012.png

Thanks for the help!

 

Hi @Kan ,

I have done that.  I see it in that view as shown here.

A_Valentine_0-1709652647089.png

But when I load the workspace I don't see those 2 checkbox fields.

A_Valentine_1-1709652777012.png

Thanks for the help!

 

Sumanth16
Mega Patron

Hi @A_Valentine ,

 

Navigate to form layout -> select the "workspace" view -> add the required fields. It will appear in the agent workspace.

 

If I could help you with your Query then, please hit the Thumb Icon and mark it as Correct !!

 

Thanks & Regards,

Sumanth Meda