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Custom role view not working in Service Operations Workspace (UX View Rules)

azeemullah
Tera Contributor

Hi everyone,

I am trying to set up a custom view in Service Operations Workspace (SOW) based on a custom role, but it is not applying. Here is exactly what I have done:

  1. I created a custom view for my custom role.

  2. I navigated to the UX View Rules Configuration and opened the SOW View Rules Config record.

  3. In the related list (where the OOB rules like "SOW Incident New Record" are), I created a new View Rule record.

  4. I configured this new rule to trigger my custom view based on the custom role.

I have created all of these things, but the view is still not working when I test it in SOW. It continues to show the default view instead of my custom one.

Can anyone tell me what I might be missing to make this work?

Thanks!

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