HI All,
We have upgraded out DEV instance to Madrid this weekend and I wanted to configure Agent Workspace to see how it works. When I added Lists, links to new records, ect I have noticed that I can't populate fields and I go the below message:
This form has not been configured for Workspace. To edit the form, select a different type of record, or contact your administrator.
Any idea on how to make this form available for Agent Workspace?
1 ACCEPTED SOLUTION
The issue is the table is missing a view that the agent workspace looks for. The table needs to have the "workspace" view assign to it.
To add the "workspace" view go to System UI > Views. Search "workspace."
Click on new and add in the table you wish to add to it. For this example, I am using "HR payroll case."
Once that is done, you will need to go to that table and set the view for it to show up. Open the form config "hamburger" icon on any record in that table. Select the configure option and select form layout. It will open up the form layout config form. You need to select the "workspace" in the view field dropdown list. Click save once the view has been selected.
After that, the error message should not show up anymore.
As a control, I also added "HR benefits" to my "HR case" category > workspace list, but did not add it to the "workspace" view. I got that message to show.
his solution should work for any OOTB table or a table that was created or extended. But I can't guarantee it.
