Display field values as interaction record tab titles

Display field values, such as contact or consumer names, as titles on interaction record tabs in CSM Configurable Workspace.

Before you begin

Role required: workspace_admin, ui_builder_admin, admin

About this task

Note:

This task applies to CSM Configurable Workspace.

Configure the sessionTabTitle property to identify the fields that can be used in interaction record tab titles. Enter fields in this property as a comma separated string.

The system evaluates these fields in the order that they appear in the string. The first field that has a value is used as the interaction record tab title. If none of the fields in the string have values, the system displays the record number as the tab title.

Note:

Configured fields must appear on the interaction record.

Procedure

1. Navigate to All > Now Experience Framework > Experiences > CSM/FSM Configurable Workspace.
2. In the UX Page Properties list, select the sessionTabTitle property.
3. In the Value field, enter the fields to use in interaction record tab titles.
   Enter the fields as a comma separated string. The default string is contact,consumer,number.

   Note:

   Configured fields must appear on the interaction record.
4. Select Update.