Agent Workspace Interaction Record Tab in Request

[ABellissimo]

In agent workspace we are able to create a Request from an Interaction.  When a Request is created from that Interaction how do we add the "interaction related records" tab on the request form?  Attached is an example with the incident form and the tab "interaction related records", we would like to see the same tab in Request form.   Appreciate your help!

[Suseela Peddise · Accepted solution]

Hi,

You can add related list to the REQ form.

Right click on the form header --> Configure--> Related Lists and select 'Interaction Related Record->Task' and save the configuration.

If I have answered your question, please mark my response as correct and/or helpful.

Thanks,

Suseela P.

[Kumar61]

In the Agent work space go to interaction record and then click on users menu --> configuration Page --> click on Related list. It will land on the Configuring related lists on Interactions form.

Here you can select the related records from available and move to selected then it will appear on Interaction related list in agent work space.

[ajay shrivas]

Can you please attach the screen shot and for performing this step, need I admin role?