At a glance section is not showing for interaction records in HR configurable workspace

[gvk]

Hi All,

I am trying to migrate from Agent workspace to HR configurable workspace. But, during the configuration steps I am having few difficulties and can't find any documentation related to the configuration steps. In the previous Agent workspace we didn't made any customization so we thought all the features exists in previous agent workspace will be enabled in Configurable workspace. But, looks like it is not the caseFor HR cases, at a glance section is showing correctly . For interactions, I see that it is active when checked from UI Builder page but it is not showing when user accessing the record. Same is observed with HR tasks also.

Please help me with the steps to make 'At a glance' section visible all the time for interactions in HR configurable workspace

[michaelj_sherid]

@gvk That section is actually the contact card, which is a bit different than the At a Glance section. Can you see the contact card object when you open the "Create Interaction" variant in Ui Builder for Agent Workspace for HR Case Mgmt.?

Regards,

Mike

[gvk]

Thank you @michaelj_sherid.

I just checked and looks like it is At a Glance section only. I removed the data binding for "Hide component" attribute and now it is showing but always shows "Loading.."

[michaelj_sherid · Accepted solution]

That is the record page, but you mentioned your interaction was not showing the contact details. I see that you are opening an existing interaction so that does use the At a Glance. It seems that some data is missing and this is why you can remove the hide conditions and the section shows as loading. The key will be to understand why you are not meeting the condition. This is driven from a script include so it is my assumption you need to look there. The first thing I would check is to see if you have any Application Restricted Caller Access records that are NOT at the status of "allowed". It could be as easy as this since that object leverages the hr_atAGlanceUIBUtils script include.

Regards,

Mike

[gvk]

Thank you, I missed to check the restricted caller access privileges.

Another quick question, if I want to configure "At a Glance" for HR tasks then Can I use "parent.ref_sn_hr_core_case.subject_person" in At a glance user property?