Checklist visible in HR Agent Workspace

KajaP
Tera Contributor

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!

 

2 REPLIES 2

Paul Curwen
Giga Sage

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

***If Correct/Helpful please take time mark as Correct/Helpful. It is much appreciated.***

Regards

Paul

Rob Sestito
Mega Sage

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:

RobSestito_0-1740758185362.png

 

RobSestito_1-1740758213099.png

 

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

RobSestito_2-1740758280832.png

 

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

RobSestito_3-1740758383693.png

 

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

RobSestito_4-1740758505189.png

 

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

RobSestito_5-1740758582120.png

 

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. 

 

RobSestito_6-1740759038550.png

 

Client Script can be created below

RobSestito_7-1740759103410.png

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