Set up a highlighted value in a form header in CSM Configurable Workspace

You can configure fields that appear as highlighted values in a form header in CSM Configurable Workspace.

Before you begin

Role required: workspace_admin, ui_builder_admin, admin

About this task

After creating a highlighted value, you must link it to a highlighted value configuration if you want it to appear in CSM Configurable Workspace.

Note:

You can also use highlighted values from CSM Agent Workspace in CSM Configurable Workspace if you link the value to the highlighted value configuration.

One highlighted value configuration, CSM/FSM Configurable Workspace Highlighted Value Config, is included with CSM Configurable Workspace. You can use this configuration out of the box without completing any additional configuration steps.

Procedure

1. Create a highlighted value.
   1. Navigate to Now Experience Framework > Configuration Settings > UX Highlighted Values.
   2. Click New.
   3. Fill in the fields on the Highlighted Value form and click Submit.
      For field descriptions, see Highlight values in the form header.
   4. In the Highlighted Values list, click the record you just created.
   5. In the Highlighted Value Conditions related list, click New.
   6. Fill in the fields on the Highlighted Value Condition form.
      For field descriptions, see Highlight values in the form header.
   7. Click Submit.
2. Add the highlighted value to the highlighted value configuration.
   1. Navigate to Now Experience Framework > Configuration Settings > UX Highlighted Values Configurations.
   2. Select the configuration.
   3. In the Highlighted Values related list, click Edit.
   4. Move the desired value from the left column to the right column to add it to the selected configuration.
   5. Click Save.