Configure contextual side panel tabs in Agent Workspace for HR Case Management

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Add or delete tabs from the contextual side panel that is available in all record pages in Agent Workspace for HR Case Management.

    Before you begin

    You must have a Case SRP record variant. For more information, see Create a landing page variant.

    Role required: sn_hr_agent_ws.admin and sn_hr_core.basic

    Procedure

    1. Navigate to All > HR Case Management > UI Builder for Agent Workspace for HR Case Management.
    2. Under the Pages and variants list, select your Case SRP record variant.
    3. In the Page content panel, navigate to Body > Resizable panes > right.
    4. Select Tab sidebar.Tab sidebar pane selection
    5. In the Configurations panel, navigate to Tabs.Tabs
    6. Add, hide, or delete a tab in the sidebar.
      OptionAction
      Add a tab in the sidebar
      1. Select +Add.
      2. Select Start from an empty container.
      3. Select Next.
      4. In the Tab label field, enter the internal name of the tab.
      5. In the Icon field, select an icon that best reflects the contents of the tab.
      6. Select Create.
      Hide a tab in the sidebar
      1. Select the settings icon (Settings icon).
      2. Hover over the Hide tab field.
      3. Select the use static input (Use static input icon) icon.
      4. Turn on the Hide tab option.
      5. Select Save.
      Delete a tab in the sidebar
      1. Select the settings icon (Settings icon).
      2. Select Delete.