Highlight vip user in "service workspace operation" BEFORE record is saved.

EPoole954
Tera Contributor

‎05-01-2025 08:39 AM

Currently (Screenshot), within the "Service Operation Workspaces" the VIP flag is displayed for VIP users "AFTER" the record is saved (below). The Requirement:  VIP flag to show up on the user field BEFORE the record in saved so that agents know user status while creating a new record. I navigated to Workspace Experience > Highlighted Values to complete the correct setup. Any help is much appreciatedVIP.png

  • 358 Views
2 REPLIES 2

BrianProvencher
Giga Guru

‎05-01-2025 08:44 AM

@EPoole954 can you dotwalk to the VIP field in the Caller field on the Incident form? Like this:

 

BrianProvencher_0-1746114282296.png

 

0 Helpfuls

Luiz Lucena
Mega Sage
In response to BrianProvencher

‎05-29-2025 09:19 AM

Hi @BrianProvencher 

Would you mind in give more details how this should help?

We also have the same requirements. 

 

Thanks, 

0 Helpfuls