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

[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.