Customize fields in a form in Agent Workspace for HR Case Management

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

    • Use Form Builder to add, arrange, and customize fields in HR case forms.

    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 form fields for.
    3. Select the additional actions icon .
    4. Navigate to Configure > Form Builder.
    5. In form view, select Workspace UIB.Form view selector with Workspace UIB option highlighted in Form Builder
    6. Customize the fields by performing one of the following actions.
      OptionAction
      Add an existing field to a form
      1. Select a field from the Fields list.
      2. In the form editor, drag the selected field to the desired location and move them around as necessary.
      3. Select Save.
      add field to a form
      1. Select +Add a field in the table.
      2. In the Column Label field, enter a label.
      3. In the Column name field, enter the internal name for the field.
      4. Select the type of field from the Type list.

        To set additional properties for the field that you're creating, select Advanced settings.

      5. To add the new field to the table, select Add.

        A confirmation dialog displays. You can select Done to close it or select Add another one to add more fields to the table.

      6. In the form editor, drag the new field you just created to the desired location and move them around as necessary.
      7. Select Save.
      Delete a field in the form
      1. In the form editor, select a field from the Fields list.
      2. Select the x icon beside the field.
      3. Select Save.