Changing the View for a user record in Service Operations Workspace (SOW)

oogabooga
Tera Contributor

Hello all,

 

Can someone help figure out if it is possible to change the view for a user record in SOW?

Currently, the view used when opening a user record through SOW is "Default View". I'm wondering if there is a way that we can change this view to another one?

Examples are in images below:

Screenshot 2024-04-18 at 3.24.02 PM.png


Screenshot 2024-04-18 at 3.28.44 PM.png

Thanks,

Goncalo

1 ACCEPTED SOLUTION

James Chun
Kilo Patron

Hi @oogabooga,

 

You can create a Workspace View Rules to do that.

  • Navigate to Workspace Experience > Forms > Workspace View Rules
  • Create a new record something like below: (make sure the 'View' is populated with the view on the [sys_user] table that you want to use)

JamesChun_0-1713469881882.png

  • Add the 'SOW View Rules Config' record under 'UX View Rules Configuration' related list

JamesChun_1-1713470020819.png

 

Cheers

 

View solution in original post

1 REPLY 1

James Chun
Kilo Patron

Hi @oogabooga,

 

You can create a Workspace View Rules to do that.

  • Navigate to Workspace Experience > Forms > Workspace View Rules
  • Create a new record something like below: (make sure the 'View' is populated with the view on the [sys_user] table that you want to use)

JamesChun_0-1713469881882.png

  • Add the 'SOW View Rules Config' record under 'UX View Rules Configuration' related list

JamesChun_1-1713470020819.png

 

Cheers