Select the records agents can create in legacy workspace
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- UpdatedAug 3, 2023
- 3 minutes to read
- Vancouver
- Navigation and UI
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Enable agents to create the records they need so they can do their work in Workspace.
Before you begin
Role required: workspace_admin
Procedure
Example
If you added the Incident table and made the Order value for the Incident table lower than the Order value for the Interaction table, Incident appears above Interaction in the list of records an agent can create.