Adding fields in HR agent workspace.

[Nikita Dhiman]

Hi All,

I trying to create and adding fields on ER case form from HR agent workspace with own creating view which is copy of Workspace view. 

steps- HR Agent workspace>Form Layout>create/add fields>save.

but fields should be visible on both side backend and on HR agent workspace but it's only visible on Backend ER case form not on HR agent workspace.

Is there any solution of it to reflect fields on both side with own created view?

2nd question is- Is there any way to see/find view on HR Agent Workspace?

Thanks,

Nikita Dhiman 

[Rob Sestito]

Hey @Nikita Dhiman - 

I believe what you would need to do is go to the platform ER Case form, right-click header menu to configure layout, and make adjustments from there.

To add or create fields to the ER Case form and to be present on both platform case form view and agent workspace form view. You would need to change your platform view from default to Workspace UIB. And there, you can then configure the layout to add or create new fields. And they will be shown on both platform and workspace view.

Here is some example screenshots (this is all from my PDI so there is no real employee data here)

Platform view:

Change view to Workspace UIB

And platform top part looks like this:

Workspace view:

Configure the layout from platform view: (I just added Opened For person's Manager)

And now workspace form view:

The same will apply if you create a new field under the Workspace UIB view as well.

I would go that route to adjust the ER Case form view for Agent Workspace.

Hope this helps - pleases click Helpful and/ or Correct if this information helps you and when appropriate!

Thank you,

-Rob

[Rehan Arain]

This is for form layout existing record.

[Rehan Arain]

I

I need to modify this page of interaction creation page I want to add additional field and remove the short description and added the custom new one field into this Section

I need help

[Rehan Arain]

this is not way of solution what we want 

you can see the below SS, need to add the additional field under the interaction creation page form under HR agent workspace I need help on this