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HR Case Default View Frozen — How to Change Default to HR Workbench for All Users

Kruthikar
Tera Contributor

Hi,

I’m having an issue with the HR Case default view in our instance. The HR case form "default view" seems to be “frozen” on the standard view and I’m unable to switch it to the HR Workbench view for all users. Even when I manually select HR Workbench, it doesn’t persist, and other users don’t see it by default.

I’m trying to figure out:

  1. How to set HR Workbench as the default view for all HR users (or specific HR roles).

  2. Why the default form view might be locked or not updating, is this related to form view rules, UI policies, ACLs, or HR configuration?

  3. Whether there’s a configuration setting in HR Service Delivery (HRSD) that controls the default HR case view globally.

If anyone has encountered this before or knows where this is managed (Form View rules, HR Configurations, Workbench Setup, etc.), I’d appreciate your guidance.

One screenshot shows the frozen page where nothing is functioning, and another shows the HR Workbench page that I’d like to make the default for all HR agents.


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