Customize an email compact header for an email interaction

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • Customize an email compact header within the UI Builder to view information such as the email subject, sender, and receiver in a compact format.

    始める前に

    A duplicate variant must be configured by an administrator. If the duplicate variant isn’t configured, you can't enable the email compact header. For more information, see Customize the email interaction experience.

    Role required: admin

    このタスクについて

    For more information on UI Builder, see UI Builder.

    注:
    By default, Show Email Compact Header is enabled for Email Interaction for CSM.

    手順

    1. Navigate to All > Now Experience Framework > UI Builder.
    2. On the UI Builder page, select Experiences tab.
    3. On the Experiences page, search and select CSM/FSM Configurable Workspace.
    4. Navigate to Pages and variants > Record > Email Interaction Page.
      注:
      The Email Interaction Page variant is the newly created variant.
    5. Select Editor.
    6. In the Content section, search and select Activity Stream 1.
    7. In the Activity Stream 1 panel, navigate to Configure > Display
      注:
      If a message appears about the application scope, select here to be able to edit the record.
    8. Turn on the Show Email Compact Header toggle switch.
    9. Select Save.

    タスクの結果

    You can view information such as the email subject, sender, and receiver in a compact format within the activity stream.