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How to configure CI view for an incident in Agent Workspace?

TT3
Kilo Guru

TT3_0-1665603989679.png

 

I need to customize the view that we see when we click on "i" icon in the Configuration Item field. It opens the CI in new tab, but I am not sure how to customize it.

I tried opening the same in legacy view, but when I go and select the hamburger icon I don't see Workspace View (like we get for incident).

TT3_1-1665604284771.png

 

Thank you.

 

1 ACCEPTED SOLUTION

This video will definitely help you. Once you configure the layout you want, when you click the "i" it will automatically open that layout.

 

https://www.youtube.com/watch?v=0OV3AwgRHd0

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7 REPLIES 7

Mike_R
Kilo Patron
Kilo Patron

OOTB when you click on the "i" in a workspace, it does open in a new workspace tab. What happens when you click it? Can you send a screenshot. 

when I click on that, it show me the CI form, however, my question is how can I customize it? Basically, how to change UI of the workspace tab. I am not sharing it's screenshot as it's not relevant and I need to change it. Thank you.

Got it, create a new view called Workspace

Please explain. create new view from where? and how can I associate it with the "i" button on the incident form.

Further, the new view requires showing related records too, can we do in the new view?