Checklist visible in HR Agent Workspace

[KajaP]

hi Guys!

We have configured checklists on some HR Services so that HR Agents have clear instructions what to do and in which order. They're not mandatory so it is possible to close the case without all checkboxes being ticked off. 

• Is there a way to have these checklists always visible when the case is being worked on by the agent, so that agents do not have to tick on the checklist box in the tab in the contextual side panel to open & view them? 
• Alternatively, could the checklist icon be highlighted if the HR Service contains the checklist, to draw agent's attention to this area?

Very curious what could be done here to improve agents' user experience with the workspace!

[Paul Curwen]

No way of doing this as far as I know yet. Workspaces for the win again (not) 

[Rob Sestito]

Hey @KajaP - 

You could probably do this, however, not in an easy way. You could modify the checklist through the UI Builder application. Unfortunately, the variant itself is Read-Only. You would have to duplicate the variant and then point to your new one to be used from the Agent Workspace.

If you were to do this, you would need to navigate to the Checklist variant and could probably create a Client Script to do some highlighting, etc. To get to the UI Builder and navigate to the check this area, you can get there in a number of ways, but this is how I do it sometimes:

Once the application loads, look for CASE under Record and click into that

Then within the left-hand Content scroll down until you see Contextual Sidebar and click on it

Now on the right-hand side, look at the Tabs portion and scroll down until you see Checklist default and click on the icon to open it up

Give the new page a second to load everything. Then see Checklist default and click the link part to open that

This is where you would modify, but again unfortunately, it is protected by a read-only policy from SN. You do have the open to Duplicate the Variant which will allow you to modify as you see fit. 

Client Script can be created below

And I am thinking you could create a client script to monitor the checklist to fit your needs.

Hope this helps you in some way - to possibly give this a try in a PDI or something to see if it could work.

Thanks,

-Rob

[Wessel van Enk]

Tried this as well recently a I had a requirement to add the checklist in another tab, but it does not work. 
The default checklist configuration/tab has several actions behind, so it loads the checklist when clicking on the tab. When duplicating and moving it to another tab, that does not have the same effect. 

I added the checklist on the same tab as the Employee Information (first tab that opens automatically), but the checklist did not load. Only after going to the ''old'' tab first that loads the checklist, only then the checklist was also loaded on the other tab. 

So unfortunately this does not work as expected. 

[Niamul Arifin]

Looks like the case under Record has been deprecated. I am trying to make the checklist in HR Agent Workspace as the default screen to open in Contextual Side pane in sn_hr_core_task table.