Set record page order

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Set the order number of a record page and activate the 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

    Each record page has an order number and can also be set to active or inactive. 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.

    Table 1. Record page order values
    Record page Order
    Record default 0
    Interaction record Page 100
    CSM default record page -1000
    CSM Interaction record page -1000
    Front-line case page 1000

    To use a different page as the default page, you need to manually switch from the existing pages to the new pages by changing the page order number.

    Procedure

    1. Navigate to All > Now Experience Framework > UI Builder.
    2. Select the CSM/FSM Configurable Workspace experience.
    3. Select the desired page in the Variants list, for example, CSM default record page.
    4. Set the page order.
      1. Select the additional actions menu for the page and then select Edit conditions.
      2. Enter a value in the Order field.
      3. Select Save.
    5. Activate the page.
      1. Navigate to All > Now Experience Framework > Experiences.
      2. Select the CSM/FSM Configurable Workspace experience.
      3. In the Admin panel field, open the UX App Configuration: CSM/FSM Configurable Workspace App Config record.
      4. Locate the page in the UX Screens related list.
      5. Set the Active field to true.