Highlight secondary field values in the form header in Workspace to alert agents to important information.

Before you begin

Role required: admin

About this task

Highlighted secondary field values appear with a background color in the form header.

Figure 1. Highlighted value in form header
Highlighted value

To configure highlights, you specify the fields in tables that should appear highlighted when displayed in the secondary fields of a form header. In that way, whenever any agent accesses a record from the specified table, the configured secondary fields appear highlighted.

Highlighted values can also be configured for form fields.

Procedure

  1. Navigate to All > Workspace Experience > Administration > Highlighted Values and click New.
  2. On the form, fill in the fields.
    Table 1. Highlighted Value form
    Field Description
    Table Table that contains the field that you want to highlight in the form header.
    Field Field that you want to highlight.
  3. Click Submit.
  4. In the Highlighted Values list, click the record you created.
  5. In the Highlighted Value Conditions related list, and click New.
  6. On the form, fill in the fields.
    Table 2. Highlighted Value Condition form
    FieldDescription
    Conditions Condition builder where you can set the conditions for your highlighted value to display.
    Status Background color. Each status has its own color, for example, Critical displays a red background, Moderate displays a purple background, and Info displays a blue background.
    Show icon Toggle that makes a small circle display in addition to the background coloring. Highlighting icon
    Value Override Text that renders instead of the Status value. For example, instead of "Critical," you can display, "Address this immediately." You can reference a text value using {{value}}.
    Application Application scope that contains the record.
    Order Order that the highlighted values are evaluated.

Example: Configure a highlighted value

Configure a highlighted value for the Priority field in the problem records when the priority is 1 - Critical. Select the Incident table and the Priority field when creating this highlighted value.

In the Highlighted Value Conditions, set the conditions to be Priority is 1 - Critical and Status Critical and check Show icon.

The highlighted value renders for this configuration:
Configure a highlighted value

What to do next

Prevent agents from tagging records or set up a different component.

Select a component from the list to set it up.

Record view