Select the fields that appear in form pane to help agents do their work.

Before you begin

Role required: workspace_admin

About this task

The form pane in Workspace displays detailed information stored in the selected record.

Form

Each record contains more fields than can reasonably fit on the screen. Your job is to display only the fields the agents need. You perform this task for each table the agent can access. For example, form panes show the same fields for all incident records, which is likely different from the fields displayed for all case records. You can tell which tables the agents have access to by looking at the list under the plus (+) icon.

The fields displayed in forms can vary by the agent's role.

Note: Workspace does not support the display of all fields that might be in a record. For more information about supported fields, see Supported fields in Workspace form panes.

Procedure

  1. Navigate to All > Workspace > New Record Menu.
  2. Click your avatar.
  3. Select Configure Page > Form Layout.
    Form layout
  4. In the configuration form, move fields into or out of the Selected column using the arrows between the Available and Selected columns.

    The fields in the Selected column appear in the form pane. For a description of some of the fields, see Supported fields in Workspace form panes.

    Available items that appear in green followed by a plus (+) sign represent related tables. To access the fields on these tables, use dot-walking.

    Slushbucket to configure the incident form

  5. Use the up and down arrows to the right of the Selected column to move highlighted fields up or down in the column.
  6. In the View name list, select the workspace you're configuring, for example, Workspace_itil.
    These views correspond to agent roles.
  7. (Optional) Add a field to the Selected column that's not in the Available column.
    1. Under Create new field, fill in the fields.
      Table 1. Create new field
      Field Description
      Name Name of the new field.
      Type Data type of the values in the field.
      Field length Maximum length of the string value, if you select String as the Type. This field does not display for other types.
    2. Click Add.
  8. Click Save.
    Note: Do not add the same field to more than one section of a form unless the field displays read-only data. Having two or more instances of an editable field can cause data loss and prevent the proper functioning of UI and data policies.

Example

The following image shows the addition of the Category and Subcategory fields in the form pane.

Figure 1. New fields in form pane
Fields in form pane

What to do next

Hide some of the fields displayed in forms based on an agent's permissions or set up a different component.

Select a component from the list to set it up.

Record view