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    Home Madrid Now Platform Capabilities Now Platform capabilities Agent Workspace Agent Workspace administrator configuration Agent Workspace tab settings Configure the New Record Menu Items

    Configure the New Record Menu Items

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    Configure the New Record Menu Items

    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.

    Before you begin

    Role required: workspace_admin

    About this task


    Configuring a New Record Menu Item in Agent Workspace

    Procedure

    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

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    Choose your release version

      Configure the New Record Menu Items

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Configure the New Record Menu Items

      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.

      Before you begin

      Role required: workspace_admin

      About this task


      Configuring a New Record Menu Item in Agent Workspace

      Procedure

      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

      Tags:

      Feedback

          Share this page

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