Landing paging HR workspace

preethigovi
Tera Contributor

Hi Team,

I need to change the default filter conditions when i click All HR cases, SLA at risk in Landing page. I am aware that we can change that via UI builder but wanted to know if we have any configurations to change it without touching UI builder OOB pages?

 

preethigovi_0-1759992302987.png

 

2 ACCEPTED SOLUTIONS

Hi @preethigovi,

The Card List Configuration filter only affects these HR Case cards on the HR Workspace landing page.

MIftikhar_0-1760094687699.png

 

If you're trying to modify the ScoreCard filters, those are defined (hardcoded) directly in UI Builder under Data Resources, and need to be updated there. Here's a step-by-step guide:

  1. Navigate to HR Case Management > UI Builder for Agent Workspace for HR Case Management.

  2. Open the 'Landing page default' page. Since this page is read-only, you’ll need to clone it.

  3. On the cloned page, set the order to -1 to ensure it overrides the default.

  4. In the UI Builder canvas, go to Data and Scripts.

  5. Locate and select the data resource titled:
    ‘Data Visualization API for multiple data visualizations 1’.

    MIftikhar_1-1760094856924.png
  6. Click Edit on the ‘Requests’ field.

  7. Scroll to Request #3, where the dataSourceLabel is ‘All Cases’.

  8. Update the filterQuery to match your specific filtering requirements.

    MIftikhar_2-1760094948063.png

Once saved and the new page is active, your updated filters will be reflected in the ScoreCards.

MIftikhar_3-1760095016307.png

 

If my response helped, please mark it as the accepted solution so others can benefit as well.

 

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.

View solution in original post

Hi @preethigovi,

To apply the same filter on carousal:

MIftikhar_2-1761131059533.png

  1. Open Settings in the HR Agent Workspace.

  2. Under Page Configurations, navigate to Landing Page > HR Case Card Configurations.

  3. Locate the specific card you want to modify, and click on it. This will open the Card List Configuration record.

    MIftikhar_0-1761130658557.png

  4. In the Query field, you can update the default filter criteria as per your requirement.

    MIftikhar_3-1761131213127.png

MIftikhar_4-1761131277736.png

 

If my response helped, please mark it as the accepted solution so others can benefit as well.

 

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.

View solution in original post

10 REPLIES 10

Hi @preethigovi,

To apply the same filter on carousal:

MIftikhar_2-1761131059533.png

  1. Open Settings in the HR Agent Workspace.

  2. Under Page Configurations, navigate to Landing Page > HR Case Card Configurations.

  3. Locate the specific card you want to modify, and click on it. This will open the Card List Configuration record.

    MIftikhar_0-1761130658557.png

  4. In the Query field, you can update the default filter criteria as per your requirement.

    MIftikhar_3-1761131213127.png

MIftikhar_4-1761131277736.png

 

If my response helped, please mark it as the accepted solution so others can benefit as well.

 

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.