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

Hi @G24 

 

Sorry not able to help you much and now read it again, are you looking something thsi

 

AGLearnNGrow_0-1739805309165.png

 

 

bcz as far as I know there is no way to go to form layout via WS.

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Dr. Atul G. - Learn N Grow Together
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Sandeep Rajput
Tera Patron
Tera Patron

@G24 Currently, there is no way you can configure the form fields via HR Agent workspace. You need to rely on the backend form layout feature for the same.