Adding a section to HR Agent Workspace

[BrunoAguiar428]

Hi Everyone, How would I add another expandable field display section (probably not what it's called) to the details tab in HR Agent Workspace. I'd like to add a "Summary" section like the screenshot below that would let me list out some relevant fields, in a 2 x 2 x 1 layout if possible.

 I've tried using form designer and layout to edit the view and I can get it to approximately match what I need but it's not well formatted.. I can't get the 2x2x1 layout AND the change will only apply to the specific form/service I edited (i.e: only general inquiries) . I'd like it to apply to all case/record views in HR Agent Workspace.

I've tried using UI Builder and although I can find the Record page, I don't see how I could apply the changes...I see the box but can't change anything inside it.

 

Thank you.

 

[James Chun · Accepted solution]

Hi @BrunoAguiar428,

The view of HR Cases on the workspace is taken from the Workspace UIB view in a normal form/platform view.

So, if you modify the Workspace UIB view, the record view on the Workspace will be updated as well.

In order to apply the view across all HR COEs, you can modify the Workspace UIB view across all the HR COEs

Cheers

[Sumanth16]

Hi @BrunoAguiar428 ,

Please refer to below thread:

https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1433649

If I could help you with your Query then, please hit the Thumb Icon and mark it as Correct !!

Thanks & Regards,

Sumanth Meda

[BrunoAguiar428]

Hi @Sumanth16  and @James Chun ! Thank you both for your help!

I ended up going with modifying the Workspace UIB view for each COE because the view/configuration will remain after updates.

I learned quite a bit regarding UI Builder but didn't go with it because any OOB configuration would have to be re-done after updates.

PS: I found out how to get the type of layout I was missing before (Setting to 1 column then using |split| options in form layout) 

Thanks again!