Manage the workspace configuration for a Change request in Service Operations Workspace

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

    • Utilize the new table-based configuration to align with the Service Operations Workspace Dynamic Overview Pages with the change process of your organization.

    These configuration options allow users to define how the Dynamic Overview pages render throughout the change life cycle. This includes configuration options for overview pages, contextual sidebar and activity stream behavior for each state.

    With this you can configure the following components in the workspace configuration:
    • Control the display of the cards in the contextual side panel
    • Control the order of the cards to be displayed in the Overview pages
    • Control the display of activity stream bar in the Overview pages
    • Configure the journal fields

    Show the activity stream bar

    Show the activity stream bar for a for a change request in Service Operations Workspace.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Change > Workspace Configuration > Overview Container.
    2. Select a state.
    3. On the Change Overview Container form for the selected state, enable Display action bar.
    4. Right-click on the form header and select Save.

      The action bar is shown on the Service Operations Workspace at the bottom of the screen.

      Action bar

    Configure the order of the cards in Overview section

    Configure the order of the cards that display in the Overview section for a change request in Service Operations Workspace.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Change > Workspace Configuration > Overview Card.
    2. Right-click on Chg overview container column, and select Group By Chg overview container.
    3. Select a state.
    4. In the Change Overview Cards section, modify the order of the overview cards using Display order.
    5. Right-click on the form header, and select Save.

    Configure the journal field of a change request

    You can configure if the Work notes or Additional comments sections to display for a change request.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Change > Workspace Configuration > Overview Journal Field.
    2. Select a Chg overview card.
    3. In the Change Overview Fields section, to delete select the journal field, and select Delete from Actions on selected rows.
    4. Right-click on the header and select Save.