Customize fields in a form in Agent Workspace for HR Case Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Add and arrange fields within a form layout to match form requirements using Form builder in Agent Workspace for HR Case Management.

    Before you begin

    Role required: sn_hr_agent_ws.admin

    Procedure

    1. Navigate to All > HR Case Management > All HR Cases > All.
    2. Select the case that you want to customize form fields for.
    3. Select the additional actions icon Additional actions icon.
    4. Navigate to Configure > Form Builder.
    5. In form view, select Workspace UIB.View form
    6. Customize the fields by performing one of the following actions.
      OptionAction
      Add an existing field to a form
      1. Select a field from the Fields list.
      2. In the form editor, drag the selected field to the desired location and move them around as necessary.
      3. Select Save.
      Add a new field to a form
      1. Select +Add a field in the table.
      2. In the Column Label field, enter a label.
      3. In the Column name field, enter the internal name for the field.
      4. Select the type of field from the Type list.

        To set additional properties for the field that you are creating, click Advanced settings.

      5. To add the new field to the table, click Add.

        A confirmation dialog displays. You can click Done to close it or click Add another one to add more fields to the table.

      6. In the form editor, drag the new field you just created to the desired location and move them around as necessary.
      7. Select Save.
      Delete a field in the form
      1. In the form editor, select a field from the Fields list.
      2. Select the x icon beside the field.
      3. Select Save.