Collaborate tab in workspaces

[Elena Spıru]

Hello,

In SOW, on the incident form there is the collaborate tab

 I want the same thing for the problem form and if it is possible for SOW and CSM/FSM workspace.

Any ideas?

Thank you,
Elena

[Ankur Bawiskar]

@Elena Spıru 

check these links

Configuring Contextual Side Panel Tab in CSM Configurable workspace 

CSM/FSM configurable workspace contextual sidebar actions 

Configure contextual side panel tabs in Service Operations Workspace 

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Elena Spıru]

For SOW I've noticed with Yokohama upgrade a new script include appears SOWContextualPanelProblemVisibility which adds the colaborate tab for problem record.

But for CSM nothing exists related to contextual panel.

[Ankur Bawiskar]

@Elena Spıru 

did you check the links I shared, it will tell you how to add new contextual side panel action

If my response helped please mark it correct and close the thread so that it benefits future readers.

[reshmakore57046]

Hello,

You can try the below approach to resolve this issue

Step-by-step Solution:

Steps to Add “Collaborate” Tab to the Problem Form in SOW

1.  Open the Record Page in UI Builder

• Navigate to UI Builder in the application navigator.

• Select the Service Operations Workspace experience.

• In the “Pages” panel, locate the record page for the problem table (usually named something like record-page-problem).
  If not available, you can copy it from the incident page.

2.  Add a New Tab

• Open the existing Tab Set component (where "Overview", "Details", etc. appear).

• Click + Add Tab.

• Label it as “Collaborate”, and give it a unique ID (e.g., collaborate_tab).

3.  Add the Collaborate Panel Component

• Inside the new tab, click Add Component.

• Search for the Collaborate Panel (Teams integration) component.

• Drag and drop it into the tab.

• Configure it with:

  • Table: problem

  • Record ID: use context binding like context.record.sys_id

4.  Save and Test

• Click Save.

• Navigate to SOW > Problems and open any record.

• You should now see the Collaborate tab with Microsoft Teams integration enabled.

> Optional: Add to CSM or FSM Workspace

You can repeat the same steps for:

• CSM Workspace

• Field Service Agent Workspace

Let me know if it works for you or if you face any issue!

Thank You,

Reshma Kore.