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Upgrading Service Operations Workspace

Hi all, We need to upgrade to the latest version the " Service Operations Workspace".  It is very customized and in use. Do you think it will cause any problems? Thank you in advance,Victoria 

Community Alums by Community Alums  
  • 425 Views
  • 2 replies
  • 0 helpfuls

Making Changes to the Interaction Form

Hello! I'm looking to make changes to the Interaction form for our IT team and having trouble figuring out where I can go to implement these changes. I have pulled up the Form Section, and some of the fields from the Interaction table will show up, a...

Screenshot 2024-07-15 at 1.49.46 PM.png Screenshot 2024-07-15 at 1.48.57 PM.png Screenshot 2024-07-15 at 1.49.02 PM.png
JaronS by Tera Contributor
  • 1026 Views
  • 2 replies
  • 0 helpfuls

Adding requested item on workspace homepage

Hello,Its my first time working with Workspaces. I'm working on Service operations workspace and my requirement is I need to add something like the below diagram. And if the dropdown toggle is changed to My grp work I should see requests and tasks as...

Akki1_0-1720079645984.png
Akki1 by Tera Contributor
  • 515 Views
  • 4 replies
  • 0 helpfuls