Set up forms in legacy workspace
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- UpdatedAug 1, 2024
- 4 minutes to read
- Xanadu
- Navigation and UI
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.
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.
Procedure
Example
The following image shows the addition of the Category and Subcategory fields in the 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.