How to give menu list access to admin / Customer Agent

[Supriya25]

Hi All,

As a admin I couldn't see  Category : "Cases", , Cases Category related menu lists " in Agent Workspace Home, Kindly help me how to display   

ADMIN user has all basic roles

* admin

*sn_customerservice_agent

*agent_workspace_user

*awa_agent

*interaction_user

LNM- : Agent Workspace Home

below image from as a ADMIN in CSM Configurable Workspace , like as like Configurable workspace , I want see "cases" category in "Agent Workspace Home"

[Kavita_Bhojane]

Hi @Supriya25,

Navigate to form layout -> select the "workspace" view -> add the required fields. It will appear in the agent workspace.
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Please mark my answer correct and helpful, if it helps.

Thanks,

Kavita Bhojane

[Tai Vu]

Hi @Supriya25 

You can define it in the Workspace Lists. Use the link below to open Workspace Config.

https://<instance_name>/sys_aw_master_config.do?sys_id=7b24ceae5304130084acddeeff7b12a3

Under related list, you will see the Workspace List.

1. Create new Workspace List Category [sys_aw_list_category] for "Cases".

2. Create new Workspace Lists for the Category above. Such as: My Cases, My Open, etc.

Cheers,

Tai Vu

[Dr Atul G- LNG]

Hi @Supriya25 

Navigate to form layout -> select the "workspace" view -> add the required fields. It will appear in the agent workspace.