Is it possible to display Record Producer variables in the CSM Case Workspace view

[sivakrishnared2]

Is it possible to display Record Producer variables in the CSM Case Workspace using the Variables Formatter?

We are creating Cases via a Record Producer and would like to know if the Variables Formatter is supported in CSM Configurable Workspace to display those variables, or if there are any recommended alternatives.

[Shruti]

Can you share screenshots?

[Ankur Bawiskar]

@sivakrishnared2 

yes this is possible

Recently I shared solution on how to do this for HR Case and HR Agent Workspace, you can enhance it for Case table and CSM workspace

HRSD Employee Relations 

sharing here again

note: do it in correct scope, correct table and correct workspace form view

Before - No variable editor on form in workspace

After

1) created new UI formatter for HR Case in HR Core scope. to copy the formatter name see the incident variable editor

2) then added that on HR case table "Workspace UIB" view - Ensure you are in correct scope

Created a new form section "Variable Editor". Save

Output: HR Case in native shows variable editor in particular form section

HR Case in workspace shows the variable editor in section

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[sivakrishnared2]

Hi @anku 
Thanks for the guidance. I followed the same steps for the Case table as mentioned above, but it’s still not working. The Variable Editor section is not visible. I’ve followed all the steps exactly as outlined, but I’m not seeing the expected result.

[Ankur Bawiskar]

@sivakrishnared2 

it worked fine for me

Formatter on Case table

Form layout for Workspace view with variable editor

Variable shown in native in Case Workspace view

Variable Shown in CSM Workspace for same case

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Ankur Bawiskar]

@sivakrishnared2 

Hope you are doing good.

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