Add field or related list to a workspace form

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • You can quickly add fields or related lists to a workspace form by configuring form layout or related lists from Platform.

    Before you begin

    Role required: agent_workspace_user or admin

    About this task

    Figure 1. Add fields and related list in workspace
    Add fields and related list in workspace.

    Procedure

    1. Navigate to All > Incident > Open.
    2. Change the view of the task table to Workspace.
      Change to workspace view
    3. Open an incident record.
    4. Optional: Click the settings icon (Settings icon) and under System Settings, click Developer.
    5. From the Application list, select ITSM Landing Pages or ITSM Landing Pages Premium depending on which form layout you want to update and close the window.
    6. Perform any of the following actions.
      What do you want to do?How do you do it?
      Add field Click the additional actions icon Additional actions icon and select Configure > Form Layout.
      Add related list Click the additional actions icon Additional actions icon and select Configure > Related Lists.
    7. Move the required fields and related lists from the Available box to the Selected box.
    8. Click Save.