Set up the components in the Workspace Record View to optimize the user interface where agents do most of their work.

After agents select a record to work on in list view or on a Landing Page, the record displays in record view.

record view

In this view, agents get record details, can assign records to themselves, get information about resolving the issue, and communicate resolutions with the requester. As system administrator, your job is to optimize the information presented in Record View so the agents can complete their work easily.

Adding custom components

Each component area in Record View comes with standard components that you configure. In the following component areas, you can also add components using the component library:

Components are the building blocks of Workspace, such as lists, PAR scores, and containers.

Configuring Record View components

Select a component from the list to set it up.

Record view