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HR agent Workspce

ShariqhM
Tera Contributor

hii

How to form layout in HR agent Workspace,

thanks & regards,
Mohammed Shariqh

1 ACCEPTED SOLUTION

RajenderR
Mega Sage

hi @ShariqhM ,

 Open any case and click on configure form layout and for view select workspace UIB view.

This is how you can achieve your task.

Thanks,

Rajender Reddy 

View solution in original post

3 REPLIES 3

RajenderR
Mega Sage

hi @ShariqhM ,

 Open any case and click on configure form layout and for view select workspace UIB view.

This is how you can achieve your task.

Thanks,

Rajender Reddy 

Pavankumarkp
Tera Contributor

Hello @ShariqhM if your question is on enquiry regarding the method to control which fields appear, in what order, and in which sections — inside HR Agent Workspace forms then follow the following steps,

 Step 1 — Open HR Agent Workspace

Navigate to:

HR Agent Workspace

Open any HR Case.

 

Step 2 — Enter Edit Mode

Top-right corner → Click:

 Settings
OR
3-dot menu → Configure

Select:

Form Designer

(If not visible, you may need admin role.)

 

Step 3 — Workspace Form Designer Opens

You will see:

Left side → Available fields

Center → Current form layout

Right side → Properties

Here you can:

✔ Drag fields
✔ Remove fields
✔ Create new sections
✔ Change order
✔ Set visibility conditions

 

If my response helped, please mark it as correct and close the thread 

— this helps future readers find the solution faster! 😊

 
Regards,
Pavan

 

Ankur Bawiskar
Tera Patron

@ShariqhM 

your question is not clear.

Regards,
Ankur
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