This form has not been configured for Workspace. To edit the form, select a different type of record, or contact your administrator.

[mattgr]

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?

[alexanderk]

I had the same error message described above for an own created workspace.

None of the described suggestions helped on my side.

What fixed the issue at the end:

1. Open the View you create for the workspace in system ui -> views.
2. Configure the Form Layout of system UI views and add Workspace View rule
   
3. Enter the Name of your workspace, the table the workspace is for and the name of the workspace like this:
   

This immediately fixed my issue and the correct view was used in the workspace.

It seems the system did not know which view to use when opening a record on my workspace. The workspace view rule achieves exactly that. 

[Elton Thomas]

If anyone is still having issues with this, try creating a new workspace view rule. See my short video for step-by-step instructions. Note, in the video I applied this in global; if you are developing an app to publish then you will want to do this in your app instead of global.

Hope this helps!

https://www.youtube.com/watch?v=mUibfrDUX6U

[Runjay Patel]

Learn Agent Workspace from scratch to end with real world implementation and get live project hands-on.

Step by Steps implementation: https://www.youtube.com/playlist?list=PLIGcZxQaeEoj0XXBqTfReQwR44OeDYYb0

This Series help you to understand below topics

1. How to setup Agent Workspace
2. Plugins required.
3. Create Studio application for Agent Workspace.
4. Lading Page configuration in details.
5. List Layout and Categories configuration.
6. Form Layout, Header and Ribbon configuration
7. UI Actions and notifications.
8. Global search and Agent assist.
9. Live Agent chat configurations.
10. Integrate Connect Support with Agent Workspace
11. Difference between Agent Workspace and ITSM Agent Workspace?
12. Custom form for app: UI page, service portal widget or Agent Workspace component?
13. View and Create Reports in Agent Workspace
14. For LIVE AGENT where the service desk can access to the chat in back-end? via AGENT WORKSPACE OR CONNECT SUPPORT
15. Agent Workspace - convert incidents to Request Items and vice-versa
16. Add Knowledge search in Agent Workspace to Contextual form
17. UI Action to pop up Email from Agent Workspace
18. Bar Graph
19. Open frame API in Agent Workspace
20. How to use Assignment workbench in Agent Workspace?
21. Viewing Interaction Records in Agent Workspace
22. Agent Chat in Service Portal without Virtual Agent
23. And many more.

[K M]

Hello,

I have the opposite requirement. There are OOB tables which are part of the workspace view but I do not want users to be able to use them.

e.g. I want the banner "This form has not been configured for Workspace" to show up if a user opens a problem record in the workspace.

Best Regards.