How to add Edit button in a related list on Agent Workspace?

[Pavuluri Vamsyc]

All,

I'm configuring a custom form layout in Agent workspace.

I have added a related list on to the layout, but I'm not finding any option to update the below stuff:

1) New button is visible in the Related list by default. But I'm unable to add Edit button.

2) Update List layout of the related list columns.

Could somebody please help!

Regards,

Vamsy

[Pavuluri Vamsyc]

Hi Pavlo, Thanks for the response, but it doesn't work! The solution provided by you works in native UI, but not in Agent workspace!

[d_cammack]

Hello Vamsy,

I see this thread is a few months old, but wanted to add this in case you are still trying to find a solution.  

For item 1, look at adding a related list action item.  There is documentation on adding an action like an 'Add' button to add records to the list:  Set up adding records to a related list

However, this function appears to be limited to 'many-to-many' tables in New York/Orlando.  For example, I tried using it to add incidents to a problem record and could only get it to create blank incident records.  I tried the same setup on my PDI (Paris) and it worked to add the selected incident records.  

For item 2, you will just need to configure the list using the 'Workspace' view on the native UI and it should update the related list view in Agent Workspace.  

[Ali Jubran1]

This solution worked for me. Thanks!

[bandi]

d.cammark, I tried using it to add incidents to a problem record and could only get it to create blank incident records, and also configured the list using the workspace view, I did same existing incident-problem removed again added in configure - related list for workspace view. No results. Please let me know the solution. Thank you, Bandi

[d_cammack]

Hello bandi,

Which version is running on your instance?  Orlando/Paris/Quebec?  

When you are creating the 'Add' action assignment record for the Problem table, is the 'Specify UI component' field set with 'sn-multi-record-associator'.  When viewing the record in the Advanced view, is the Component Attribute section in view, and is the type set to 'o2m'?.