From HR Agent Workspace, How Do I Get to Configure Form Design?

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02-17-2025 05:30 AM
I'm a System Administrator and HR Administrator, working in the HR Agent Workspace...
I want to configure which fields appear on one of the forms in that workspace. And the order of the fields...
I know I can set my Application Scope to "Agent Workspace for HR Case Management" and then get to the Form Design (or Form Layout or Form Builder) tool by first opening the record in the "Platform UI", like this:
And then I can change my View to "Workspace UIB" and then make field changes, like this:
But it seems like there should be an easier way to get to Form Design, directly from the HR Agent Workspace. I'm not seeing an option for getting there from the Dot Dot Dot menu:
Should I be seeing something there? Am I missing something?
Thanks.
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02-17-2025 05:35 AM
Hi @G24
Yes, the three dots are not fields; they are extensions to the form, and the options you see are UX actions. Could you please explain what you're trying to achieve? This way, we can better assist you and guide you accordingly.
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]
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02-17-2025 06:14 AM - edited 02-17-2025 06:15 AM
Thanks. I already explained exactly what I'm trying to achieve. I'm trying to configure what fields appear and don't appear on the form in HR Agent Workspace. And the ordering of those fields.
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02-17-2025 06:17 AM
Hi @G24
As i said, these are not field which you are looking for. The fields are these
If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.
Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]
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02-17-2025 06:22 AM
@Dr Atul G- LNG You are not helping. I know what fields are. And I am trying to configure them. Please re-read my original post carefully. Thank you.