Set up a highlighted value in a form header in CSM Configurable Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • You can configure fields that appear as highlighted values in a form header in CSM Configurable Workspace.

    Before you begin

    Role required: workspace_admin, ui_builder_admin, admin

    About this task

    After creating a highlighted value, you must link it to a highlighted value configuration if you want it to appear in CSM Configurable Workspace.
    Note:
    You can also use highlighted values from CSM Agent Workspace in CSM Configurable Workspace if you link the value to the highlighted value configuration.

    One highlighted value configuration, CSM/FSM Configurable Workspace Highlighted Value Config, is included with CSM Configurable Workspace. You can use this configuration out of the box without completing any additional configuration steps.

    Procedure

    1. Create a highlighted value.
      1. Navigate to All > Now Experience Framework > Configuration Settings > UX Highlighted Values.
      2. Select New.
      3. Fill in the fields on the Highlighted Value form and select Submit.
        Field Description
        Table Table that contains the field that you want to highlight in the form header.
        Field Field that you want to highlight.
      4. In the Highlighted Values list, select the record you created.
      5. In the Highlighted Value Conditions related list, select New.
      6. Fill in the fields on the Highlighted Value Condition form.
        Field Description
        Conditions Condition builder where you can set the conditions for your highlighted value to display.
        Status Background color. Each status has its own color, for example, Critical displays a red background, Moderate displays a purple background, and Info displays a blue background.
        Show icon Toggle that makes a small circle display in addition to the background coloring.
        Value Override Text that renders instead of the Status value. For example, instead of "Critical," you can display, "Address this immediately." You can reference a text value using {{value}}.
        Application Application scope that contains the record.
        Order Order that the highlighted values are evaluated.
      7. Select Submit.
    2. Add the highlighted value to the highlighted value configuration.
      1. Navigate to All > Now Experience Framework > Configuration Settings > UX Highlighted Values Configurations.
      2. Select the configuration.
      3. In the Highlighted Values related list, select Edit.
      4. Move the desired value from the left column to the right column to add it to the selected configuration.
      5. Select Save.