Multiple Form Views in Agent Workspace

Matt Orenstein
Tera Expert

Is there a way to setup multiple views for the same table form in agent workspace? We have a mobility team that has certain fields on the RITM form that they need to use and i'm looking to duplicate it for them so they're able to use the new workspace.

1 ACCEPTED SOLUTION

Matt Orenstein
Tera Expert

Looks like you can create workspace view rules that will handle any differences you need to make for a specific form.

Asked and answered I guess.

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3 REPLIES 3

Matt Orenstein
Tera Expert

Looks like you can create workspace view rules that will handle any differences you need to make for a specific form.

Asked and answered I guess.

ryanlitwiller
Giga Guru

Any additional information you can provide on setting up those rules?

Navigate to Workspace Experience -> Forms -> Workspace View Rules.

From there you can create views for workspaces.  I've only done a few so if you have specific issues I may not be able to help but i'll do my best.