question Is it possible to display Record Producer variables in the CSM Case Workspace view in Developer forum

Is it possible to display Record Producer variables in the CSM Case Workspace view

sivakrishnared2 — Wed, 21 Jan 2026 05:19:01 GMT

Is it possible to display Record Producer variables in the CSM Case Workspace using the Variables Formatter?

We are creating Cases via a Record Producer and would like to know if the Variables Formatter is supported in CSM Configurable Workspace to display those variables, or if there are any recommended alternatives.

Re: Is it possible to display Record Producer variables in the CSM Case Workspace view

james221gee — Wed, 21 Jan 2026 06:05:48 GMT

Yes, you can display Record Producer variables in the CSM Configurable Workspace by adding the Variable Editor (Formatter) to the Workspace view of the Case form.

For tables extending Task, like Case, ensure you are using the specific formatter named "Variable Editor" in the Form Designer to make them visible to agents.

Re: Is it possible to display Record Producer variables in the CSM Case Workspace view

Najmuddin Mohd — Wed, 21 Jan 2026 06:08:28 GMT

Hello @sivakrishnared2 ,

You can select the required view and from the Configure Layout, bring the Variable Editor field on the Available bucket.

If the above information helps you, Kindly mark it as Helpful and Accept the solution.
Regards,
Najmuddin

Re: Is it possible to display Record Producer variables in the CSM Case Workspace view

Shruti — Wed, 21 Jan 2026 06:20:54 GMT

Navigate to System UI->Formatters

Create a new formatter for Case

Formatter - com_glideapp_questionset_default_question_editor

Table - select customer service case table

Configure form layout for case table in workspace view

You can create new section for variables and add Case variable editor formatter to it

Re: Is it possible to display Record Producer variables in the CSM Case Workspace view

Ankur Bawiskar — Wed, 21 Jan 2026 06:30:13 GMT

@sivakrishnared2

yes this is possible

Recently I shared solution on how to do this for HR Case and HR Agent Workspace, you can enhance it for Case table and CSM workspace

HRSD Employee Relations

sharing here again

note: do it in correct scope, correct table and correct workspace form view

Before - No variable editor on form in workspace

After

1) created new UI formatter for HR Case in HR Core scope. to copy the formatter name see the incident variable editor

2) then added that on HR case table "Workspace UIB" view - Ensure you are in correct scope

Created a new form section "Variable Editor". Save

Output: HR Case in native shows variable editor in particular form section

HR Case in workspace shows the variable editor in section

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

Re: Is it possible to display Record Producer variables in the CSM Case Workspace view

sivakrishnared2 — Wed, 21 Jan 2026 07:57:22 GMT

Hi @anku
Thanks for the guidance. I followed the same steps for the Case table as mentioned above, but it’s still not working. The Variable Editor section is not visible. I’ve followed all the steps exactly as outlined, but I’m not seeing the expected result.

Re: Is it possible to display Record Producer variables in the CSM Case Workspace view

sivakrishnared2 — Wed, 21 Jan 2026 08:00:49 GMT

Hi @Shruti
Did same as above but no luck.

Re: Is it possible to display Record Producer variables in the CSM Case Workspace view

Shruti — Wed, 21 Jan 2026 08:48:47 GMT

Can you share screenshots?

Re: Is it possible to display Record Producer variables in the CSM Case Workspace view

Ankur Bawiskar — Wed, 21 Jan 2026 09:12:02 GMT

@sivakrishnared2

it worked fine for me

Formatter on Case table

Form layout for Workspace view with variable editor

Variable shown in native in Case Workspace view

Variable Shown in CSM Workspace for same case

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

Re: Is it possible to display Record Producer variables in the CSM Case Workspace view

Ankur Bawiskar — Thu, 22 Jan 2026 03:54:51 GMT

@sivakrishnared2

Hope you are doing good.

Did my reply answer your question?

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

Re: Is it possible to display Record Producer variables in the CSM Case Workspace view

Corbett Brasing — Fri, 13 Feb 2026 22:31:46 GMT

Workspaces will not render anything that has Jelly in it. All of those macros are built inside Jelly Tags.

Re: Is it possible to display Record Producer variables in the CSM Case Workspace view

Corbett Brasing — Sat, 14 Feb 2026 02:26:58 GMT

Workspaces no longer render anything that uses Jelly in anyway. This is why they are not rendering. SNOW has yet to put forth an explanation or an alternative.