Configure a list menu to display in the Learning tab in Workforce Optimization for Field Service

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Add list or list categories to modify the list menu for Coaching with Learning in the Coaching application in Workforce Optimization for Field Service.

    Before you begin

    Set the map application scope to Coaching With Learning. For more information, see Set map application scope.

    Role required: admin

    Procedure

    1. In the application navigator, enter sys_ux_list_menu_config.list.
    2. Click the Learning list record.
    3. Under the UX list category, click New.
    4. Enter the following field values.
      Table 1. List category values
      Field Value
      Title Enter the name of the list category.
      Description Enter a short description about the list category.
      Order Enter a value to set the position of the list category in the current list.
      Active Select the check box to make the list category visible.
    5. Click Submit.
    6. Under UX Lists, click New to create lists under that list category.
    7. Enter the following field values.
      Table 2. List values
      Field Value
      Title Enter the name of the list.
      Table Select the table for the data that you want to display in the list.
      Configuration Select Learning List.
      Columns Select the columns that you want to display for the table.
    8. Click Submit.
    9. Click Update.