Edit the table configuration for Agent Assist in Service Operations Workspace

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Edit the table configuration for Agent Assist to see the required search results in the Agent Assist tab.

    Vorbereitungen

    Role required: admin

    Hinweis:
    Admin should always be in Global Domain to edit the table configurations of Agent Assist in Service Operations Workspace.

    Warum und wann dieser Vorgang ausgeführt wird

    Update the table configuration to get the required search results.

    To create a table configuration, see Configure table for a contextual search.

    Wichtig:
    Use this process if you're using a SOW version prior to 4.0. If you're using the version after 4.0, you can use SOW Sidebar tabs top Page collection to enable or disable the Agent Assist tab. For more information, see Edit the table configuration for Agent Assist in Service Operations Workspace using the Standard Record Page.

    Prozedur

    1. Navigate to All.
    2. In the search box, enter sys_ux_screen_type.list and press Enter.
    3. Select the filter icon (Filter icon), enter [Name] [contains] [Agent Assist] and [Application] [is] [Service Operations Workspace], and select Run.
    4. Search for name containing: Agent Assist and Application is the workspace name: Service Operations Workspace.
    5. Select the Agent Assist link.
    6. From the UX Screens tab, select Agent assist SNC.
    7. To add the property and relevant sys ID of the table configuration in the Macroponent Configuration, do the following:
      1. Enter the new table name and the sys_id of the required table configuration.UX Screen form with callouts the additions to the Macroponent Configuration field
        Hinweis:
        To copy the sys_id, navigate to Table Configuration > Copy_sysid.
      2. Select Update.
        To enable or disable Agent Assist tab, see Configure the Agent Assist tab in Service Operations Workspace.