I encountered an issue when activating only the Financial Services Operations Core plugin in that while the Financial Services Cases and Tasks lists are added to the Platform UI, they are not added by default to the CSM/FSM Configurable Workspace.
If you consult the documentation it will instruct you to use the Guided Setup option to configure this workspace however, I found that following those instructions, even though you click on the CSM Configurable Workspace option, take you to the same configuration for the legacy Agent Workspace. As a side note, these lists already show up in the legacy Agent Workspace by default, just not the new CSM/FSM Configurable Workspace.
The process to add lists to Configurable Workspace don't appear to be well documented so, here we go.
For the sake of consistency, you probably want to perform these steps within the Financial Service Operations Core application scope. Change the details as you see fit (provided just for example purposes).
First we need to create a UX List Category. There isn't a module for this, so navigate directly to the table using sys_ux_list_category.list in the Nav Filter.
- Click New
- Name: Financial Services Cases
- Order: 10
- Configuration select "CSM/FSM Configurable Workspace List Menu Config"
- Save
Now we need to create UX Lists entries; from the related list at the bottom of the record:
- Click New
- Title: FC_Assigned to me (add a prefix like FC_ for now, trust me. We will fix it later)
- Order: 10
- Category: (Should have your Category pre-filled, if not select it)
- Configuration select "CSM/FSM Configurable Workspace List Menu Config"
- Conditions: Assigned to - is Dynamic - Me
- Columns: select whatever columns you want in the list
- Submit
- Repeat these steps for each filtered list you want, Open, Closed, All adjusting as needed. Remember to add a prefix to make these easy to find for now, you'll need it in a moment.
Now that they exist, we need to make our list options available to our agents. We once again have no module for this, so we need to navigate there directly using sys_ux_applicability_m2m_list.list (yes, you need ...list.llst)
- Click New
- List: select one of your lists - by name - here is where that prefix makes your life easier!
- Applicability: FSO - Agent
- Submit
- Repeat this for each of your filtered lists.
Now, if you open the link to the CSM Configurable Workspace you will now see that Financial Services Cases has been added to the lists. If you open one of the lists you'll notice we're missing one key component; the New button is missing! That would make creating a new case kind of hard.
This part, I will admit, was a challenge to figure out.
While technically there is a module for this, it takes you to a fixed filtered list that can't use, so once again navigate there directly using sys_declarative_action_assignment.list in the Nav Filter.
Here we don't have the option to create a new record, but fortunately there is one we can use as a model. Filter the list for the table Financial Services Base [sn_bom_case], with an action label of New and open that record. Change the table to Financial Services Case [sn_bom_financial_service] and then Insert and Stay.
Almost there...
Since this is an Interceptor against the Service Definitions table introduced with FSO, we need to create at least one record there as well: use sn_bom_service_definition.list in the Nav Filter.
- Click New
- Order: 10
- Select the Task Type: Financial Services Case [sn_bom_financial_service]
- Name: New Case
- ID: new_case
- Template: whatever fields you would like, or leave blank
- Submit
Repeat these steps if you want to define additional Service Definitions.
Reload your CSM Configurable Workspace and...there you go.
Last but not least, return to sys_ux_list_category.list, open your category and use the related list to remove the prefix from your list items so that they look normal to your users.
Repeat the above process as needed for Financial Services Tasks, in which case you might want to skip the part to add the New button, depending on whether you want tasks to be manually created or not.
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I hope this helps!
Michael Jones - Proud member of the GlideFast Consulting team!
