Configure contextual side panel tabs in Agent Workspace for HR Case Management
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
- Navigate to .
- Under the Pages and variants list, select your Case SRP record variant.
- In the Page content panel, navigate to .
-
Select Tab sidebar.
-
In the Configurations panel, navigate to Tabs.
-
Add, hide, or delete a tab in the sidebar.
Option Action Add a tab in the sidebar - Select +Add.
- Select Start from an empty container.
- Select Next.
- In the Tab label field, enter the internal name of the tab.
- In the Icon field, select an icon that best reflects the contents of the tab.
- Select Create.
Hide a tab in the sidebar - Select the settings icon (
).
- Hover over the Hide tab field.
- Select the use static input (
) icon.
- Turn on the Hide tab option.
- Select Save.
Delete a tab in the sidebar - Select the settings icon (
).
- Select Delete.