Configure the Public Sector landing page with UI Builder

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

    • Use the UI Builder to change certain fields in the Public Sector landing page of the CSM Configurable Workspace.

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    The Customer Service Management (CSM) landing page gives agents an overview of their new, assigned, and high-priority cases, plus the cases assigned to their groups. Replace certain fields in the landing page with fields relevant to Public Sector Digital Services. You can also add or change other fields as needed. For more information on using UI Builder to modify pages, see Work with pages.

    Procedimento

    1. Navigate to All and in the filter, enter UI Builder.
    2. Select UI Builder.
    3. Navigate to the Customer Service Management (CSM) landing page:
      1. In the list of My experiences, select the CSM/FSM Configurable Workspace.
      2. In UI Builder, navigate to Page > Landing Page and select CSM Landing Page.

        View of CSM landing page with fully customizable content.

      3. In the message displayed at the top of the page, select Edit in original scope.

        Top view of CSM landing page containing a button to edit in original scope.

    4. In the Customer Service Management (CSM) landing page, select the My active cases component and in the Config tab of the Configuration pane, delete the account field from the Columns.

      Admin view of the configuration pane showing the account field being removed from the columns of the landing page.

    5. Add the Constituent field:
      1. In the Configuration pane, select +Add in the Columns list to open the field chooser.

        Admin view of the configuration pane, where you can customize the fields, columns, and sections displayed.

      2. In the Choose a field list, select Consumer > Constituent, then select OK.

        Admin view of the field list, displaying a list of all fields that can be added or removed from the CSM landing page.

      3. In the Configuration pane, rearrange the columns by moving consumer.constituent below short.description.

        Admin view of the configuration pane that shows columns being rearranged.

    6. Repeat Steps 3 and 4 to change the My Team’s cases component.
    7. Make other page changes as needed.
    8. Select Save to save the landing page changes.