Add tables that agents can select to create records in Agent Workspace. Agents use records to log information in the system, such as incident details, cases, or user information. Agents must have Create permissions for each table in the New Record menu to be able to create a record from the menu.

About this task

1. Navigate to Agent Workspace > Settings.
2. In the New Record Menu Items related list, click New.
3. Select the table you want agents to be able to create records for in the workspace.
4. In the order field, determine the order that the menu item appears.
5. Click Submit.

Result