Create tab in CSM workspace

[Vinay49]

Hi,

in CSM Workspace, next to the ‘details’ tab, we do have customer information tab. just to beside that we require a partner information tab which should give the partner related reports

-we have field called “partner” in case table which is a reference field & refered to customer _account table & return the records where partner check box is true. 

what are steps need to be done to get this. 

thanks in advance

[Vinay49]

Hi Ankur,

We need Partner information tab here(refer below ss). That should give the reports related to partner that we have on top.

Thanks in advance

[Ankur Bawiskar]

@Vinay49 

then you need to see how the Customer Information tab is added and build that component in UI builder for partner

If my response helped please mark it correct and close the thread so that it benefits future readers.