Administering forms for Configurable Workspace

  • Release version: Yokohama
  • Updated June 11, 2026
  • 1 minute to read
  • Administer form features that aren't configured in UI Builder with components.

    Set up a form header in Configurable Workspace
    You can create a form header for use in Configurable Workspace.
    Set up a highlighted value in a form header in Configurable Workspace
    You can configure fields that appear as highlighted values in a form header in Configurable Workspace.
    Set up script field types in Configurable Workspace
    Enable your Configurable Workspace to support script field types.
    Configure journal field tile icons and colors in Configurable Workspace
    You can configure custom icons and colors in your journal field tiles that appear in your activity stream.
    Set up a character counter for journal fields
    A character counter displays the number of remaining characters in a journal field.
    Set up automatic resizing for fields
    Enable multi-line text, HTML, and journal fields to display longer content automatically without requiring agents to scroll.
    Set up suggestions for mentions based on record access
    Set up @mentions that display suggestions based on recipients with access to view the record.
    Display field values as interaction record tab titles
    Display field values, such as contact or consumer names, as titles on interaction record tabs in Configurable Workspace.