How to have 'Edit' 'Request Approval' button in related list on Agent Workspace

askari125 · ‎08-11-2023

Hello Everyone,

How to have 'Edit' 'Request Approval' button in related list on Agent Workspace.

This is 'Workspace' view and 'Edit' and 'Request Approval' button are visible and working in 'Approver' TabI need 'Edit' and 'Request Approval' button in 'Approver' Tab on Agent workspace. Where 'Edit' button is like slushbucket to add approvers from user table.In first Picture its 'Workspace' view and buttons are visible and working fine same buttons I want on Agent Workspace as well.

I need 'Edit' and 'Request Approval' button in 'Approver' Tab on Agent workspace. Where 'Edit' button is like slush bucket to add approvers from user table.

if anyone have any idea regarding this please move forward and help me thank you.

Arpan Baishya · ‎08-12-2023

Hi @askari125,

Could you please try navigating Workspace Experience>Actions & Components>Related List Actions? On the Action Assignments list, search for your UI actions (Request Approval and Edit) by filtering for table and application values. If you find them, check the value of the Workspace field. In case it is empty, try populating with the Workspace you're dealing with.

Let me know what you see. I hope this helps.

askari125 · ‎08-14-2023

Hi @Arpan Baishya,

I have tried this and button is showing up on workspace but when clicking on that button new window pops up with error 'Can't display this list'. I have attached the screenshot how i created the button and how its showing and what's the error.

this is the action assignment the button which i created of edit.

This is how the button is showing up which is perfectly fine i also want like this.

This is the error when click on 'Edit' button.

any solution how this can be fixed.

Arpan Baishya · ‎08-15-2023

Hi @askari125

This knowledge article might help you to resolve this. - Agent Workspace Lists keep showing loading if Rowcount user prefrence System is not checked for the ...

I have also attached a screenshot for your reference where on the rowcount User Preference record, User field is empty and System flag is set to true. Please check if that is the case on your instance, otherwise try doing the same and then, retest your related list.

askari125 · ‎08-15-2023

Hi @Arpan Baishya,

Thanks for replying but I got solution to this but when I add user as approver it don't get added there. I have added screenshot for better understanding.

Button is there what we want. Its working fine as you can see below screenshot.

When clicking on 'Edit' button this list comes up which shows all the users from user table. And selecting user and adding them as approver. but user not get added but got minuses from this list. Right now 627 users are showing after adding this 1 user 626 users will left which you can see in next screenshot.