CSM Configurable Workspace form headers

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

Form headers include a primary value and several secondary values. You can configure the information included in the form header for the Case, Account, and Contact forms.

Tableau 1. Form header values

Form	Primary Value	Secondary Values
Case	Short description	Account and contact (B2B) Consumer (B2C) Priority State
Account	Account	Primary contact
Contact	Contact	Account

Displaying form header secondary values

You can configure the form header to display secondary values either below the primary value or in the Contextual side panel. The record_secondary_values_location property controls this setting.

Figure 1. Case form header secondary values displayed below the primary value

Figure 2. Case form header secondary values displayed in the Contextual side panel

See the following topics for more information about configuring form headers in CSM Configurable Workspace:

• Set up a form header in CSM Configurable Workspace
• Display the form ribbon and form header secondary values in the Contextual side panel

Remarque :

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

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. .