Customize an email compact header for an email interaction

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Customize an email compact header within the UI Builder to view information such as the email subject, sender, and receiver in a compact format.

    시작하기 전에

    A duplicate variant must be configured by an administrator. If the duplicate variant isn’t configured, you can't enable the email compact header. For more information, see Customize the email interaction experience.

    Role required: admin

    이 태스크 정보

    For more information on UI Builder, see UI Builder.

    주:
    By default, Show Email Compact Header is enabled for Email Interaction for CSM.

    프로시저

    1. Navigate to All > Now Experience Framework > UI Builder.
    2. On the UI Builder page, select Experiences tab.
    3. On the Experiences page, search and select CSM/FSM Configurable Workspace.
    4. Navigate to Pages and variants > Record > Email Interaction Page.
      주:
      The Email Interaction Page variant is the newly created variant.
    5. Select Editor.
    6. In the Content section, search and select Activity Stream 1.
    7. In the Activity Stream 1 panel, navigate to Configure > Display
      주:
      If a message appears about the application scope, select here to be able to edit the record.
    8. Turn on the Show Email Compact Header toggle switch.
    9. Select Save.

    결과

    You can view information such as the email subject, sender, and receiver in a compact format within the activity stream.