How to make agent workspace List view on role based

snow34
Tera Contributor

How to make agent workspace List view on role based 

3 REPLIES 3

Mohith Devatte
Tera Sage
Tera Sage

hello snow,

you need to create audience records for the  list that you want to restrict based on role 

Refer this below screenshots for the process 

1)open your workspace in UI builder and select list at the top as shown in below screenshot

find_real_file.png

2)Click on Applicability as highlighted in above screenshot at the bottom right corner and create a new audience record ans give roles as per your requirement

find_real_file.png

3)Then again come back to UI builder and click on M2M applicability as highlighted in first screenshot and then create a list applicability record tagging your list and the audience record.

find_real_file.png

Hope this helps 

Mark the answer correct if this helps you

 

 

 

 

I searched alot to show/hide the list category in agent workspace but no where its documented

can you please provide the links where its elaborated?

Hi Mohith,

 

Currently what i did to show/hide the list category in agent workspace is

I have added a specific role to all the filtered list under the list category, in My case I wanted to show the "Service Orders" list category in the AW for specific role, so i have added a specific role to all the workspace list under that category and it is hiding the entire list category and its sub list.

Please guide me if i am wrong!!

find_real_file.png