Set up a form header in Configurable Workspace

You can create a form header for use in Configurable Workspace.

Before you begin

Role required: workspace_admin, ui_builder_admin, admin

About this task

After creating a form header, you must link it to a form header configuration if you want it to appear in Configurable Workspace.

One form header configuration is included with Configurable Workspace. You can use this configuration out of the box without completing any additional configuration steps.

Procedure

1. Create a form header.
   1. Navigate to Now Experience Framework > Configuration Settings > UX Form Header.
   2. Click New.
   3. Fill in the fields on the Ribbon Setting form.
   4. Click Submit.
2. Add the form header to the form header configuration.
   1. Navigate to Now Experience Framework > Configuration Settings > UX Header Configurations.
   2. Select the header configuration.
   3. In the Workspace Form Headers related list, click Edit.
      Note:

      You may need to configure the form to display the related list.
   4. Move the desired form header from the left column to the right column to add it to the header configuration.
   5. Click Save.