Hi
I have activated Agent workspace for HRSD.
Configure form option is not displaying on my profile when i open case in workspace, i can see only configure workspace option. And also when i go to All workspaces also i cant see HR Agent workspace.
All form configurations are done from the Next Experience you just need to change to the correct, in this case I believe it is Workspace UIB:
Documentation for form configuration is here:
Hello,
The form configuration is any workspace is done on the platform view itself.
Here you need to go to HR case record (The platform view/ backend view/ default case view), Then click configure form, At the end you will be able to select the agent workspace view that you want to configure. (Screenshots below)
Go to HR Case Record > Right click on Header > Configure > form Layout > once Form layout config page is open. > Select "Workspace" in view Name > Configure form fields > Save.
There is also something called as "At a Glance View " which you will find on HR profile. This is shown on the bottom right corner of the workspace when you click the (i) icon. You can configure that view similarly going to HR profile record.
Steps :
Go to HR profile Record > Right click on Header > view > select "At a Glance" >> Form is refreshed.
Right click on Header > Configure > form Layout > add required fields > Save
Hope this is what you were looking for.
Regards,
Joshton
