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

Customize related lists in Agent Workspace for HR Case Management

Configure which related lists appear on HR cases and set their display order.

Before you begin

Role required: sn_hr_agent_ws.admin

Procedure

  1. Navigate to All > HR Case Management > All HR Cases > All.

  2. Select the case that you want to customize related lists for.

  3. Select the additional actions icon (

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).

  1. Navigate to Configure > Related lists.

  2. Select the related lists and the desired order.

  3. In View name, select Workspace UIB.

  4. Select Save.