Agent Workspace for HR Case Management help - updating the At a Glance view

[Danielle10]

Good day!

Would anyone be willing to assist me?

I’m working in Agent Workspace for HR Case Management and trying to figure out how to update the At a Glance view. Specifically, I’d like to add both the User Title (from the User record) and the HR Profile Position to this section.

If anyone has done this before or can point me in the right direction, I’d really appreciate your help.

Thank you so much!

[GlideFather]

Hi @Danielle10,

what role do you have?

All the views can be found under View module:

Can you access it and review its definition?
Alternatively, HR has many different scopes, cannot it be due to that?

Keep me updated

[michaelj_sherid]

@Danielle10  Here is a link to an article that was authored some time ago that details adding additional data points to the At a Glance section. This should give good insight although your use case is a bit different.

If my answer has helped with your question, please mark my answer as an accepted solution and give a thumbs up.
Regards,
Mike

[Wessel van Enk]

Hi @Danielle10,

The contact fields for the contact card on the At a Glance page are set in script include ''hr_atAGlanceUIBUtilsSNC''. You can add the fields you want to show in here and it will update the contact card. 

Please look for data.contactFields in the script include and above are the fields that will be included.