To use Sidebar, you must add the Discuss button to assets that do not have it automatically installed and to custom workspaces where you need to enable Sidebar on an asset. After you add the Discuss button, you can create Sidebar discussions.

Before you begin

Role required: admin

About this task

You do not need to add the Discuss button to these workspaces because it is automatically installed for the specified types:
WorkspaceButton shipped with base system
CSM Configurable Workspace Case, interaction
CSM Manager Workspace Case, interaction
FSM Dispatcher Workspace Task, work order
HR Agent Workspace (Configurable only) Case
HR Manager Workspace Case, catalog task, change request, change task, incident, interaction, problem, request item
ITSM Manager Workspace Catalog task, change request, incident, interaction, request, request item
Vendor Management Workspace Change request, CMDB CI outage, core company, service credit
Note: After you add the Discuss button, you must configure the activity stream. For more information, see Activity stream in Sidebar.

Procedure

  1. Navigate to All > UX Form Actions Configs.
  2. On the UX Actions Configurations screen, select the workspace where you want to add the Discuss button.
  3. On the UX Form Actions Layouts screen, select Name from the drop-down list and enter incident in the search field.UX Forms Actions Layouts drop-down list selection
  4. Select the search result that has the name Incident and an Action Config of SOW Actions.
    The UX Form Actions Layout - Incident screen displays.
  5. Check that you’re in the correct application scope.
    For example, use workforce optimization configurable workspace core application for Manager Workspace Actions.
  6. Select the UX Form Action Layout Items tab.
  7. Create a new record or edit an existing one:
    • Create a new record - create a new UX Form actions layout record to add a Sidebar discussion button to assets that extend from task and interaction tables.
      1. Define the name and select the table from the drop-down menu.
        Note: The remaining fields should be filled in automatically. Note that Sidebar discussions only support tables that extend from the task and interaction tables.
      2. On the UX Form Actions Layout Item screen, enter this information:
        FieldValue
        Name Open Collab Chat
        Label Discuss
        Action Open collab chat (Make sure the right action is selected as per your need. Either Open collab chat for Task or for Interaction. In this example we are configuring Discuss button on Incident, so we have used Open collab chat action for Task)
        Application Incident Management – Service Operations Workspace
        Table Global
      3. If your organization has multiple UX Form Actions Layout items for Sidebar discussions, ensure that you relate the proper items to actions based on the label value.
      4. Select Save.
    • Edit an existing record.
      1. Select Edit.
      2. Search for label value "Discuss" in the Collection field.
      3. Add it to the UX Form Actions Layout Item list.
      4. Select Save.
      5. If your organization has multiple UX Form Actions layout Items for Sidebar discussions, ensure that you relate the proper items to actions based on the label value.
  8. In the filter navigation field, enter sys_us_form_action_layout.list.
  9. Filter for name = Incident and Action Config = SOW.
  10. Select the UX Form - Action Layout Items tab.
  11. Select New to create a new entry and enter the following fields:
    FieldValue
    Name Open Collab Chat
    Label Discuss
    Action Open collab chat (make sure the right action is selected as per your need Either Open collab chat for task or for interaction.)
    Application Incident Management - Service Operations Workspace
    Table global
  12. Save the UX form Action Layout item..

What to do next

If you want to enable Sidebar for non-task tables and add the Discuss button to the layout, see Adding the Discuss button for non-task tables.