Hi Community,
I am working with the Source-to-Pay (S2P) Workspace and would like to understand the configurability of the left-hand navigation panel under the Lists tab.
In my instance, the navigation contains categories and sub-categories such as:
- My work
- Open cases
- Open tasks
- Open interactions
- Review needed
- Unassigned cases
- Unassigned tasks
- All work
- Cases
- PLPL Cases
- Closed cases
- Interactions
- Closed interactions
- Orders
- All purchase orders
- All contracts
- Receipts
- Invoices
- All invoices
- Knowledge
- Procurement articles
Questions:
- Can these categories (e.g., My work, Orders, Invoices) be renamed?
- Can category or sub-category items be hidden based on business requirements?
- Can we create new categories and sub-categories and add custom lists/views to them?
- If customization is supported, where is this configuration maintained (Workspace Experience, UI Builder, Declarative Actions, Navigation Items, or another configuration area)?
- Are there any limitations specific to the out-of-box S2P Workspace that prevent modifying these navigation items?
I checked the workspace configuration but could not identify where these list navigation items are defined.
Any guidance or documentation references would be appreciated.
Thank you!
