Set up a highlighted value in a form header in CSM Configurable Workspace

You can configure fields that appear as highlighted values in a form header in CSM Configurable Workspace.

Before you begin

Role required: workspace_admin, ui_builder_admin, admin

About this task

After creating a highlighted value, you must link it to a highlighted value configuration if you want it to appear in CSM Configurable Workspace.

Note: You can also use highlighted values from CSM Agent Workspace in CSM Configurable Workspace if you link the value to the highlighted value configuration.

One highlighted value configuration, CSM/FSM Configurable Workspace Highlighted Value Config, is included with CSM Configurable Workspace. You can use this configuration out of the box without completing any additional configuration steps.

Procedure

1. Create a highlighted value.

   1. Navigate to All > Now Experience Framework > Configuration Settings > UX Highlighted Values.

   2. Select New.

   3. Fill in the fields on the Highlighted Value form and select Submit.

      Field	Description
      Table	Table that contains the field that you want to highlight in the form header.
      Field	Field that you want to highlight.

   4. In the Highlighted Values list, select the record you created.

   5. In the Highlighted Value Conditions related list, select New.

   6. Fill in the fields on the Highlighted Value Condition form.

      Field	Description
      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.
      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.

   7. Select Submit.

2. Add the highlighted value to the highlighted value configuration.

   1. Navigate to All > Now Experience Framework > Configuration Settings > UX Highlighted Values Configurations.

   2. Select the configuration.

   3. In the Highlighted Values related list, select Edit.

   4. Move the desired value from the left column to the right column to add it to the selected configuration.

   5. Select Save.

Related topics

Configure a highlighted value for a form header