Issue with workspace view

Sathwik1
Tera Expert

If I open incident table in service operation workspace, it is opening in ""SOW"" view, and If I open the same incident in CSM View it is opening in ""Workspace"" View.

 

But here I want incident to get open in the "SOW" view only in CSM workspace also..

 

I'm confused with workspace views.. please someone guide me on this.

1 REPLY 1

lpruit2
Mega Sage

Greetings @Sathwik1. While in the Incident record (not in a Workspace), are you able to check the View back to Default? In my PDI, when I open the Incident outside of a Workspace, it starts with Default view unless I change the View, then it remembers my selection and loads the Incident in the last selected View. When I load the Incident in SOW, it always loads in SOW View. 

lpruit2_0-1770581596990.png

If for whatever reason this doesn't work, you could always look into View Rules for the Incident or whatever target table you are interested in. I hope this information helps! 

Create a view rule