Configuring Form Record Presence component in UI Builder to make avatar presence in CSM Workspace

Wivi
Tera Contributor

Hello community,

Were anyone able to make avatars presence on CSM Workspace? Following the below link, there a component named "Form Record Presence" where you should be able to do such, however I'm not sure how to configure this in UI Builder when I need to address the configurations. 

The goal is to make the multiple presences noted if more than one agent is currently viewing/working on the same record in CSM Workspace, the same way we currently have if we are on the record form of an INC for example.

Any help is welcomed, thanks! 


record presence.JPG

preset.JPG

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4 REPLIES 4

Michael Fry1
Kilo Patron

It's pretty easy to add and configure on the Record page. Just add it under the Header and pass in the table and sysID:

Screenshot 2023-04-21 at 12.37.52 PM.png

 

Example:

Screenshot 2023-04-21 at 12.41.15 PM.png

Brilliant! Thanks, Michael,

Worked a treat. Much appreciated.

Cheers,

Jen

Wivi
Tera Contributor

Hi Michael, thank you for your response. Unfortunately I'm not able to test it at the moment, as the page I need to apply the Form Presence is "ready only" and will not allow me to do any changes. 

Jenny Yeap
Tera Contributor

Hi Wivi,

You need to 'duplicate' that page to make any changes.

Your Workspace will know to use the 'copied' page - try it in a sub instance.

Cheers,

Jen