Service Operations Workspace - Related List Updates
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01-29-2025 02:07 PM
We would like to increase the filter from Created On last 7 days to Created On last 3 months for both Recent Interactions and Recent Tasks in SOW User Record tab. Can someone tell me step by step how to do this?
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01-29-2025 02:57 PM - edited 01-29-2025 02:58 PM
1. Identify the Data Broker or List Source
- Navigate to Service Operations Workspace.
- Open a User Record in SOW and go to the Recent Interactions or Recent Tasks section.
- Click the three-dot menu on the related list and select Configure > Data Source (or similar, depending on your instance).
2. Modify the Data Fetching Rule
- In Now Experience UI Builder, open the Service Operations Workspace experience.
- Locate the Recent Interactions and Recent Tasks components.
- Check the Data Broker or Data Resource used to fetch records.
3. Update the Filter Condition
- Open the Data Broker or Filter Conditions related to these lists.
- Look for the filter criteria that include Created On Last 7 Days.
- Modify the condition to:
- Created On → Last 3 Months (or use relative date filtering with
gs.beginningOfLastMonths(3)).
ɪꜰ ᴍʏ ᴀɴꜱᴡᴇʀ ʜᴀꜱ ʜᴇʟᴘᴇᴅ ᴡɪᴛʜ ʏᴏᴜʀ Qᴜᴇꜱᴛɪᴏɴ, ᴘʟᴇᴀꜱᴇ ᴍᴀʀᴋ ᴍʏ ᴀɴꜱᴡᴇʀ ᴀꜱ ᴛʜᴇ ᴀᴄᴄᴇᴘᴛᴇᴅ ꜱᴏʟᴜᴛɪᴏɴ ᴀɴᴅ ɢɪᴠᴇ ᴀ ᴛʜᴜᴍʙꜱ ᴜᴘ.
ʙᴇꜱᴛ ʀᴇɢᴀʀᴅꜱ
ꜱʀᴇᴇʀᴀᴍ