Forcing Workspace UIB view to allow HRSD Case Creation to use fields

tahnalos
Kilo Sage

We are trying to use the HR Agent Workspace to allow our HR team to create HR cases.  We have noted that for the HR Agent Workspace to properly render the COE, the fields we want to show on the COE need to be visible on the workspace_uib view.  For this example, I am using the HR Payroll case.

 

The problem is that the workspace_uib needs to be set on the HR Payroll form as the selected view by the HR agent before they can use the Agent Workspace.  If they do not do this step then this occurs:

tahnalos_0-1767046926880.png

If they go into the HR payroll and manually select the workspace_uib view, they can use the workspace as intended:

tahnalos_0-1767049017512.png

 


However, I do not think it is a good idea to ask the HR team to manually set their views on these forms.  Initially I tried to do a view rule but that doesn't seem to have worked and resulted in the same error.

Is there any way to avoid the above error that I am getting?

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