Customize related lists in Agent Workspace for HR Case Management

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

    • Configure which related lists appear on HR cases and set their display order.

    Before you begin

    Role required: sn_hr_agent_ws.admin

    Procedure

    1. Navigate to All > HR Case Management > All HR Cases > All.
    2. Select the case that you want to customize related lists for.
    3. Select the additional actions icon ().
    4. Navigate to Configure > Related lists.
    5. Select the related lists and the desired order.
    6. In View name, select Workspace UIB.
    7. Select Save.