Opening workspace from a report
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09-13-2022 07:55 AM
How can we create a list report where if the user clicks a link to open the underlying record that the record opens in agent workspace instead of the platform? Thanks!
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12-19-2024 09:13 AM
This may not be the best practice, but I had success by updating the Navigation Handler [sys_navigator] that seems to fire when a record (In our case, an HR Case) is clicked on. We just hard coded the HR Agent Workspace URL and it worked well for us.
Example:
answer = '/now/hr/agent/record/sn_hr_core_case/' + current.getUniqueValue();
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05-16-2025 02:31 PM
This is helpful! but when someone click on the incident record from incident table it is also navigating to workspace view.
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07-02-2025 03:59 PM
Is there an update on this question? I have the same issue. We use a lot of reports and dashboards for our users but when the charts are clicked the users are not directed to the record in the workspace.
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07-03-2025 06:26 AM
Once we upgraded to Xanadu, the reports started opening up in Workspace (HR Agent Workspace to be exact), your mileage may vary though
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07-03-2025 02:05 PM
Is this a setting somewhere that I need to enable? We've upgraded to Xanadu as well but our reports are still directing users to the core platform list view when charts are clicked.
