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

G24
Kilo Sage

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:

1.png

 

And then I can change my View to "Workspace UIB" and then make field changes, like this:

2.png

 

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:

3.png

 

Should I be seeing something there?  Am I missing something?

Thanks.

 

6 REPLIES 6

Dr Atul G- LNG
Tera Patron
Tera Patron

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.

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
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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.

Hi @G24 

 

As i said, these are not field which you are looking for. The fields are these 

AGLearnNGrow_0-1739801813491.png

 

*************************************************************************************************************
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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@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.