Add customized tabs in the contextual side panel in the CSM Configurable Workspace application so that your agent can use the tabs to view the case information, add attachments, view recommendations, and so on. By default, all cases have a contextual side panel with
multiple tabs in CSM Configurable Workspace.
Before you begin
Role required: workspace_admin, ui_builder_admin, admin
Procedure
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Navigate to .
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Select one of the following Page collections depending on whether you're customizing the tabs for an onboarding, complaint, or product support case.
| Case type | Page collection |
|---|
| Complaint |
Complaint process left panel page collection |
| Complaint |
Complaint process sidebar top-level tabs |
| Complaint |
Complaint process sidebar bottom-level tabs |
| Onboarding |
Onboarding process left panel page collection |
| Onboarding |
Onboarding process sidebar top-level tabs |
| Onboarding |
Onboarding process sidebar bottom-level tabs |
| Product Support |
Product Support process left panel page collection |
| Product Support |
Product Support process sidebar top-level tabs |
| Product Support |
Product Support process sidebar bottom-level tabs |
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In the Page and variants section, select the plus icon to create a page, add a variant to a page, or add custom content into the page.
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In the Set up your page details pop-up window, enter a name for the page.
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Select Continue.
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Create a default page by entering a name for the variant and selecting Create.
The new page appears under the Pages and variants list.
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Select the newly created page name.
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Add a component to the page collection by selecting +Add component.
You can create a subpage that gets displayed in the contextual side panel.
Result
The added component gets displayed on the UI. The location depends on where you want to create the custom content on the page.