Page Configurations reference

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 3 min. de leitura

    • A description of the page configuration settings in Agent Workspace for HR Case Management.

    Tabela 1. Configuration settings
    Property Description
    Record
    Minimum input for adhoc approval user search Minimum number of alphanumeric values required to initiate a search in the Add an approval pop-up.
    Timeline for ER cases Option to configure the display of case timeline on record page. ER (Employee Relations) agents use case timelines to track ER cases.

    To preview your configured setting before applying it on the case, select Preview.
    Case tab title field Tab title displayed for each HR case.
    Nota:
    If the Case tab title field isn’t specified, the sn_hr_core_case property is applied for all associated extensions.

    To preview your configured setting before applying it on the case, click Preview.
    Playbook card configuration Toggle to determine the playbook card configuration table depending on versions installed.

    To preview your configured setting before applying it on the case, select Preview.
    Manager email template ID Sys_id of the email template displayed, when the manager's email ID is selected from the manager name's pop over in the At a Glance sidebar.
    Copy case attributes Option to edit attributes that are auto- populated when copying a case.
    Contextual side panel
    Sidebar tabs visibility List of tables associated with the sidebar tabs in Contextual Side Panel. To hide a sidebar tab from the Contextual Side Panel, remove its corresponding table entry from JSON file.
    At a glance
    Cases limit Maximum number of recent cases displayed in the At a Glance panel.

    To preview your configured setting before applying it on the case form, select Preview.
    Manager fields for pop over Fields displayed in the pop over when the manager's name is selected from the At a Glance sidebar.

    To preview your configured setting before applying it on the case form, click Preview.
    User field Field-value pairs that determine what user is displayed in the At a Glance panel.

    To preview your configured setting before applying it on the case form, select Preview.
    Update employee info Option to navigate to configure settings in HR profile form. This option contains information related to the employee in the At a Glance panel.

    To preview your configured setting before applying it on the case form, select Preview.
    Agent assist
    Agent assist configuration List of table names and sys_id of the associated agent assist configuration record.
    Nota:
    A sys_id is a unique 32-character GUID (Globally Unique ID), that identifies each record in an instance. For more information, see Unique record identifier (sys_id).

    To preview your configured setting before applying it on the case form, select Preview.
    Table configuration Option to configure agent assist related search results in the Table Configurations form.
    Response templates
    Response templates configuration List of table names and sys_id of the associated response template configuration record.

    To preview your configured setting before applying it on the case form, select Preview.
    Table configuration Option to configure response templates settings in the Table Configurations form.
    Fulfillment instructions
    Fulfillment instructions configuration Option to navigate to the HR Fulfillment Instructions form to configure the Fulfillment instructions section on HR case.
    Email Client Templates
    Email Client Templates configuration Option to navigate to the Email Client Templates form to configure the Email Templates section on an HR case.
    List
    List configuration ID The sys_id of the list configuration [sys_ux_list_menu_config] record in the UX List Menu Configuration table.
    Highlighted value configuration ID Sys_id of the highlighted value configuration [sys_ux_highlighted_value_config] record in the UX Highlighter Value Configuration table.
    Case creation
    Case creation employee fields Employee fields displayed on the case creation page.
    Landing page
    HR case card configurations
    High priority HR cases Filter to determine which high priority cases are displayed in the landing page.

    You can also set text to be displayed when a user views records or when a list is empty.
    Recently updated HR cases Filter to determine which recently updated HR cases are displayed in the landing page.

    You can also set text to be displayed when a user views records or when a list is empty.
    HR cases SLA at risk Filter to determine what high priority cases are displayed in the landing page.

    You can also set text to be displayed when a user views records or when a list is empty.
    Announcements Option to navigate to the Schedule Content page to configure the Announcements section in landing page.
    Quick links Option to navigate to the Schedule Content page to configure the Quick links section in landing page.
    My frequently used apps Option to navigate to the Schedule Content page to configure the My frequently used apps section in landing page.