Customize an app's workspace in Creator Studio

Make changes to the app's workspace category where fulfillers review submitted requests from apps built in Creator Studio to adjust how it appears. For example, you can rearrange columns in its lists and customize how the record generated by the request app looks.

Before you begin

To customize how the form submission workspace appears, you must be given permission to work on the app.

Procedure

1. Go to All > App Engine > Creator Studio to see all the apps on the Creator Studio home page.
2. Open the app that contains the form submission workspace you want to edit.
3. Select to Preview how different forms appear in various experiences, or select the View or Edit button to view or edit the application experience.
   Select different previewing options if you want to make sure that you've selected the correct application and see how it will appear in the following formats:

   • Portal (see a preview of how it'll appear on a desktop website)
   • Now Mobile (see a preview of how it'll appear on a mobile phone or device)
   • Virtual agent (see a representation of how it'll appear on a chatbot interface)
     Note:

     Your organization should have the correct plugins installed to see how the form will appear in Virtual Agent. If you're interested, ask your admin and see Catalog builder preview topic conversation for more information on previewing forms and their catalog items in Virtual Agent.

   The View button displays forms that have been published and doesn't explicitly create a new draft form for development. The Edit button takes you to a development form, for example, a new draft version of a form that's already been published.

   Figure 1. Preview the app's experience

   

   You can also check out a representation of how the form submissions workspace will appear by selecting the Submissions preview, as well as the records your app generates for it (by selecting the Record preview).

4. Select the Form submissions tab in the application header.

   Figure 2. Form submission workspace in Creator Studio

   

5. Make the edits that you need to customize the workspace.

   Table 1. Edits you can make to a workspace

   Update	Process
   Edit the name of a filtered list	Select the list in the list navigation panel. Update the Name of the list in the Filtered list details panel that appears. Select Save.
   Manage columns to change which columns appear and the order they're displayed in	Move columns from Available columns to Selected columns in the Manage columns dialog box. Drag to rearrange the columns. Save the update by selecting the Apply button.
   Update the types of records that appear in a list	For example, you can select Urgency as the field and High as the value to have the list show only urgent records. For more information, see Create a condition statement using the condition builder. Select Modify conditions in the Filtered list details panel. Use the condition builder to update what types of records the list should contain. Save the update by selecting the Apply button.
   Delete a list	Hover over the list you want to delete in the list navigation panel. Select the delete icon that appears (). Confirm the deletion in the modal that appears by selecting the Delete button.

6. Select the Save button in the Filtered list details panel to ensure all updates are saved.