Configure the contextual sidebar

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Configure whether the sidebar is open or closed by default for users in your instance.

    Avant de commencer

    Role required: sn_icw.application_admin

    Pourquoi et quand exécuter cette tâche

    The sidebar tab that contains Agent assist, Recommended Actions, attachments, and other additional information for the record is by default not open. To change settings and make it open by default across the instance, follow the instructions provided here.

    Procédure

    1. Navigate to All > User Administration > User Preferences.
    2. Select New.
    3. On the User Preference record form, fill in the fields.
      For a description of the field values, see User preference form.
    4. Select Submit.

    Résultats

    The new user preference record is displayed in the list of user preferences.