Edit the layout of the Action Assignment "Edit" modal in the workspace
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4 weeks ago
When I'm in the list view of my Service Operations Workspace and select more than one incident and click the Edit button, a modal opens with all the fields from my incident table. What I want to do is change the layout of this modal and remove some fields I don't want to appear so the end user doesn't get confused when filling out the fields they want to edit.
I created an Action Assignment Edit ({{count}}) for the Incident table, and it already appears in my workspace because I can validate it through the Tooltip, but I can't edit the modal view.
When I try to add a view to Action Assignment, this button disappears from my workspace. So, I don't know how else to change this modal layout.
Another way I tried was to create a new Action Payload Definition and pass the fields via payload, but that didn't work either.
Does anyone know if it is possible to edit the modal layout?
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4 weeks ago
Hi,
You can configure the incident form layout in the "Workspace view." There is no need to create a new declarative action assignment. Once you change the form layout in Workspace view, it will be reflected in the out-of-the-box (OOTB) Edit button modal.
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4 weeks ago
But I don't want to change the fields on my Workspace incident form, I want to change the view of the modal that opens when I click the edit button.
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4 weeks ago
Hi,
The fields on the Workspace incident form will not change. The modal view picks up the form layout from the Workspace view.
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4 weeks ago
I had already tried this solution. In this case, this view doesn't change my edit button modal.
I ran another test here, changing the Service Operations Workspace view, and confirmed that when I change this view, it changes both the incident form view and the modal view.