How to change the view in source-to-pay agent workspace?

abhi710
Tera Contributor

‎04-01-2024 02:16 AM

Hi,

Created a workspace view for an OOB table, but that view is not reflecting in agent workspace. It's just showing the default view of that OOB table in agent workspace. How to achieve the workspace view in agent workspace for that OOB table?

Thanks

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Dr Atul G- LNG
Tera Patron
Tera Patron

‎04-01-2024 02:37 AM

Hi @abhi710 

 

Hope you set the View rules as well. Please check OOTB View rule for SOW.

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abhi710
Tera Contributor
In response to Dr Atul G- LNG

‎04-02-2024 01:12 AM

Hi @Dr Atul G- LNG ,

 

Could you please explain in brief on OOTB View rule for SOW. Unable to find the related view rule for workspace. Do we need to create a Workspace Experience View Rule to force a specified view to be used in agent workspace for OOB table? Could you please mention the steps to achieve the view in workspace.

 

Thanks,

Abhi

 

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Dr Atul G- LNG
Tera Patron
Tera Patron
In response to abhi710

‎04-02-2024 01:21 AM

Yes mate, 

 

AGLearnNGrow_0-1712046066113.png

 

 

In PDI i can see this. 

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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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