Set record page order
Set the order value of a record page to determine the default page for displaying records in CSM Configurable Workspace.
Before you begin
Role required: workspace_admin, ui_builder_admin, admin
About this task
Record pages can be active or inactive. Each record page also has an order value. The active record page with the lowest order number is the default page. When the system displays a record in CSM Configurable Workspace, it uses this default page to display the record information.
| Record page | Order |
|---|---|
| CSM default record page | -1000 |
| CSM Interaction record page | -1000 |
| Email interaction record page | -1001 |
| Front-line case page | 1000 |
| CSM voice interaction record page | 2000 |
| CSM centered chat interaction record page | -2001 |
| Record default | 0 |
| Interaction record Page | 100 |
To use a different page as the default page, you need to manually switch from the existing page to the new page by changing the page order value.
Procedure
Navigate to All > Now Experience Framework > UI Builder.
Select the CSM/FSM Configurable Workspace experience.
Select the desired page in the Variants list, for example, CSM default record page.
Set the page order value.
Select the additional actions menu for the page and then select Edit conditions.
Enter a value in the Order field.
Select Save.
Activate the page.
Navigate to All > Now Experience Framework > Experiences.
Select the CSM/FSM Configurable Workspace experience.
In the Admin panel field, open the UX App Configuration: CSM/FSM Configurable Workspace App Config record.
Locate the page in the UX Screens related list.
Set the Active field to true.
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