How to add specific view For List Edit through pencil icon in workspace

[SwapnaB44158423]

Hi Everyone,

I need to add specific view when pencil icon was clicked in the List. Need to force the specific form open at the right side as per below screenshot.

Any solutions are much appreciated.

[Ankur Bawiskar]

@SwapnaB44158423 

by default it shows the "Service Operations Workspace" view across all the tables when you click Pencil icon

To open specific view I believe you will require lot of changes in UI builder config.

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

[Diogo Ramos]

Hello, you can create workspace view rules to change which view is shown there normally. But if that is not enough you have to configure your ui builder setup, take in mind, you are creating customization that you will need to support within your platform, evaluate if this is really needed :

1 - Go to Ui builder and select your workspace experience (for example the CSM/FSM Configurable Workspace)
2 - Find the list component and open the list bundle default variant 

3 -  Open the variant and search for the List Panel Viewport 

3.1 - On the right side, you have a page collection that is used within that viewport, click on the icon to open it 
4 - Select the quick edit form (I did not do any changes at the level of the multi edit form) and open the default variant

5 - Click on the settings option on top and duplicate the variant, make sure that you update the order to be a lower value the the other default variant (which is 0) for example -10, you do not need to change other values other than the label, and hit create.

6 - Go back to the editor and select the quick form 1 component, then click on the forced view configuration and write something similar to what I have below, for a given table pass the view you want to force.
 

7 - Click apply, and save the variant.

Go back to your list refresh, and normally your view should be applied. 

I hope this helps

[Ankur Bawiskar]

@Diogo Ramos 

This really works, I tried in my PDI.

I will create a detailed blog for this shortly, thanks for sharing.

Will tag you there for visibility.