Configure the Public Sector landing page with UI Builder

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: admin

    About this task

    The 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. You can also add or change other fields as needed. For more information on using UI Builder to modify pages, see Work with pages.

    Procedure

    1. Navigate to All and in the filter, enter and select UI Builder.
    2. Navigate to the 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.

    3. In the 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.

    4. 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 and 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.

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