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?
Hi @preethigovi,
The Card List Configuration filter only affects these HR Case cards on the HR Workspace landing page.
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:
Navigate to HR Case Management > UI Builder for Agent Workspace for HR Case Management.
Open the 'Landing page default' page. Since this page is read-only, you’ll need to clone it.
On the cloned page, set the order to -1 to ensure it overrides the default.
In the UI Builder canvas, go to Data and Scripts.
Locate and select the data resource titled:
‘Data Visualization API for multiple data visualizations 1’.Click Edit on the ‘Requests’ field.
Scroll to Request #3, where the dataSourceLabel is ‘All Cases’.
Update the filterQuery to match your specific filtering requirements.
Once saved and the new page is active, your updated filters will be reflected in the ScoreCards.
If my response helped, please mark it as the accepted solution so others can benefit as well.
Hi @preethigovi,
To apply the same filter on carousal:
Open Settings in the HR Agent Workspace.
Under Page Configurations, navigate to Landing Page > HR Case Card Configurations.
Locate the specific card you want to modify, and click on it. This will open the Card List Configuration record.
In the Query field, you can update the default filter criteria as per your requirement.
If my response helped, please mark it as the accepted solution so others can benefit as well.
Hi @preethigovi,
To change the default filter conditions for the "All HR Cases" and "SLA at Risk" sections on the Landing Page, follow these steps:
Open Settings in the HR Agent Workspace.
Under Page Configurations, navigate to Landing Page > HR Case Card Configurations.
Locate the specific card you want to modify, and click on it. This will open the Card List Configuration record.
In the Query field, you can update the default filter criteria as per your requirement.
This approach allows you to modify the filters without needing to touch the UI Builder or make any changes to the OOTB pages.
If my response helped, please mark it as the accepted solution so others can benefit as well.
Hi @Community Alums ,
I updated to not show resolved case but, still the conditions are not updated in filter.
Hi @preethigovi,
The Card List Configuration filter only affects these HR Case cards on the HR Workspace landing page.
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:
Navigate to HR Case Management > UI Builder for Agent Workspace for HR Case Management.
Open the 'Landing page default' page. Since this page is read-only, you’ll need to clone it.
On the cloned page, set the order to -1 to ensure it overrides the default.
In the UI Builder canvas, go to Data and Scripts.
Locate and select the data resource titled:
‘Data Visualization API for multiple data visualizations 1’.Click Edit on the ‘Requests’ field.
Scroll to Request #3, where the dataSourceLabel is ‘All Cases’.
Update the filterQuery to match your specific filtering requirements.
Once saved and the new page is active, your updated filters will be reflected in the ScoreCards.
If my response helped, please mark it as the accepted solution so others can benefit as well.
