Can you migrate custom fields in cases from old UI to new Agent Workspace
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09-18-2024 11:58 AM
I have a customer using the old UI for HR case management. They have created 100's of custom fields on the different case forms. Is there a way to migrate those custom fields to the Agent Workspace case forms or would they have to add them manually?
Any insight or guidance is greatly appreciated. Thank you.
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09-18-2024 12:27 PM
Hello @carriesmith
If you are referring to having the native view fields in workspace,
Go to form layout, go to workspace view and add all the custom fields.
Please mark this answer as helpful and correct if helped.
Kind Regards,
Ravi
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09-18-2024 02:03 PM
They have 100's of custom fields on their case forms. They will not move to the new Agent Workspace unless those custom fields migrate automatically.

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09-18-2024 02:20 PM
Its not automatic. You have to update the workspace view to include these fields.

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09-18-2024 12:28 PM
I think you have to change the view to workspace in the old UI and then update that view. Once done it should show the custom field in Agent Workspace.