CSM Configurable Workspace form headers

Form headers in CSM Configurable Workspace provide a quick glance of case, account, or contact information.

Form headers typically include the case short description. They can also include the action bar, record tags, and the record presence component.

Figure 1. Case form header

For more information, see Set up a form header in CSM Configurable Workspace

Note:

One form header configuration, CSM/FSM Configurable Workspace Header Config, is included with CSM Configurable Workspace.

Record Information tab

The record information tab in the contextual side panel displays record details including the account and contact or consumer, the case state, and the case priority.

The Record Information tab in the contextual side panel can include the following cards depending on the record page configuration:

• Overview: Displays relevant information about the case including the account and contact, the case priority, and the state.
• Active SLA: Displays active SLAs for the case, including time remaining, the SLA state, and any breaches.

The cards that appear in the Record Information tab can be configured in the ribbon configuration. For more information, see Set up a ribbon configuration in CSM Configurable Workspace.

Figure 2. Overview card in the Record Information tab

Form header components

For CSM Configurable Workspace, the form header is made up of individual components that can be configured with UI Builder.

Individual components provide customers with flexible and granular configuration options. Customers can control the placement, size and spacing of these components, giving them the ability to show additional information that agents may need.

The Data Value Block component is used to display secondary values in the form header and the Contextual side panel. .