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

Configure a list menu to display in the Learning tab in Workforce Optimization for Field Service

Add list or list categories to modify the list menu for Coaching with Learning in the Coaching application in Workforce Optimization for Field Service.

Before you begin

Set the map application scope to Coaching With Learning. For more information, see Set map application scope.

Role required: admin

Procedure

  1. In the application navigator, enter sys_ux_list_menu_config.list.

  2. Click the Learning list record.

  3. Under the UX list category, click New.

  4. Enter the following field values.

    FieldValue
    TitleEnter the name of the list category.
    DescriptionEnter a short description about the list category.
    OrderEnter a value to set the position of the list category in the current list.
    ActiveSelect the check box to make the list category visible.
  5. Click Submit.

  6. Under UX Lists, click New to create lists under that list category.

  7. Enter the following field values.

    FieldValue
    TitleEnter the name of the list.
    TableSelect the table for the data that you want to display in the list.
    ConfigurationSelect Learning List.
    ColumnsSelect the columns that you want to display for the table.
  8. Click Submit.

  9. Click Update.