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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Page Configurations reference

A description of the page configuration settings in Agent Workspace for HR Case Management.

PropertyDescription
Record
Minimum input for adhoc approval user searchMinimum number of alphanumeric values required to initiate a search in the Add an approval pop-up.
Timeline for ER casesOption to configure the display of case timeline on record page. ER (Employee Relations) agents use case timelines to track ER cases.To preview your configured setting before applying it on the case, select Preview.
Case tab title field

Tab title displayed for each HR case.Note: If the Case tab title field isn’t specified, the sn_hr_core_case property is applied for all associated extensions.

To preview your configured setting before applying it on the case, click Preview.

Playbook card configurationToggle to determine the playbook card configuration table depending on versions installed.To preview your configured setting before applying it on the case, select Preview.
Manager email template IDSys_id of the email template displayed, when the manager's email ID is selected from the manager name's pop over in the At a Glance sidebar.
Copy case attributesOption to edit attributes that are auto- populated when copying a case.
Contextual side panel
Sidebar tabs visibilityList of tables associated with the sidebar tabs in Contextual Side Panel. To hide a sidebar tab from the Contextual Side Panel, remove its corresponding table entry from JSON file.
At a glance
Cases limitMaximum number of recent cases displayed in the At a Glance panel.To preview your configured setting before applying it on the case form, select Preview.
Manager fields for pop overFields displayed in the pop over when the manager's name is selected from the At a Glance sidebar.To preview your configured setting before applying it on the case form, click Preview.
User fieldField-value pairs that determine what user is displayed in the At a Glance panel.To preview your configured setting before applying it on the case form, select Preview.
Update employee infoOption to navigate to configure settings in HR profile form. This option contains information related to the employee in the At a Glance panel.To preview your configured setting before applying it on the case form, select Preview.
Agent assist
Agent assist configuration

List of table names and sys_id of the associated agent assist configuration record.Note: A sys_id is a unique 32-character GUID (Globally Unique ID), that identifies each record in an instance. For more information, see Unique record identifier (sys_id).

To preview your configured setting before applying it on the case form, select Preview.

Table configurationOption to configure agent assist related search results in the Table Configurations form.
Response templates
Response templates configurationList of table names and sys_id of the associated response template configuration record.To preview your configured setting before applying it on the case form, select Preview.
Table configurationOption to configure response templates settings in the Table Configurations form.
Fulfillment instructions
Fulfillment instructions configurationOption to navigate to the HR Fulfillment Instructions form to configure the Fulfillment instructions section on HR case.
Email Client Templates
Email Client Templates configurationOption to navigate to the Email Client Templates form to configure the Email Templates section on an HR case.
List
List configuration IDThe sys\_id of the list configuration \[sys\_ux\_list\_menu\_config\] record in the UX List Menu Configuration table.
Highlighted value configuration IDSys\_id of the highlighted value configuration \[sys\_ux\_highlighted\_value\_config\] record in the UX Highlighter Value Configuration table.
Case creation
Case creation employee fieldsEmployee fields displayed on the case creation page.
Landing page
HR case card configurations
High priority HR casesFilter to determine which high priority cases are displayed in the landing page.You can also set text to be displayed when a user views records or when a list is empty.
Recently updated HR casesFilter to determine which recently updated HR cases are displayed in the landing page.You can also set text to be displayed when a user views records or when a list is empty.
HR cases SLA at riskFilter to determine what high priority cases are displayed in the landing page.You can also set text to be displayed when a user views records or when a list is empty.
AnnouncementsOption to navigate to the Schedule Content page to configure the Announcements section in landing page.
Quick linksOption to navigate to the Schedule Content page to configure the Quick links section in landing page.
My frequently used appsOption to navigate to the Schedule Content page to configure the My frequently used apps section in landing page.

Parent Topic:Agent Workspace for HR Case Management reference

Related topics

Create a case form

Highlighted value condition form

Bulk case request form