The versions mentioned in this article are version of Agent workspace for HR Case managem","articleBody":"
The versions mentioned in this article are version of Agent workspace for HR Case management (aka HR Agent configurable workspace), available in the store.
A major change in the v2 for the Agent workspace for HR case management is the addition of a new variant for the record page called "Case SRP". Case SRP is shipped as the primary screen for the record page, which has the older record page logic encapsulated into controllers and presets. More info can be found on controllers and presets from the link here. Going forward the defect fixes will be pushed into the Case SRP variant, and it is strongly recommended to use the Case SRP variant. The older record page variant is still available but has a higher order than the Case SRP variant.
Since the Case SRP screen has a lower order, it'll be the default screen displayed for Record page. Therefore any customisations made on the older variant wouldn't be visible immediately.
The controllers used in Case SRP variant can be found in the sys_ux_controller table. The list of controllers being shipped is:
\r\nSome of the modals on the previous versions of HR Agent workspace have now been moved to Extension Points. There are four extension points where the modals have been moved, namely HR Record Page Modals, Record Page Modals, Playbook and Interview Questions.
\r\nHR Record Page Modals has the following modals:
\r\nRecord Page Modals has the following modals:
\r\nPlaybook
\r\nInterview Questions
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The steps to navigate to the extension points is as follows:
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In v2.0 Case SRP is shipped as the default screen. If you have customisations on the older Record page, as a temporary step you can mark the new variant as inactive, until the changes are carried over to the new variant:
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We have listed out the pages that are now moved to page collection. Create a list of customisations made to the Case page or to the pages moved to page collections. The customisations will need to be redone on the corresponding pages.
\r\nWe recommend cloning pages before making any changes, and the cloned page should have a lower order in the respective page collection.
\r\nFor example, the new playbook page has been moved to a page collection as shown in the above section. So you will need to create a clone of the new playbook page in the playbook page collection, update the order to a number less than the current order and redo the changes on the newly created page.
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The process to make customisations on the Case SRP variant isn't any different from the process to make customisations on the older variant. It is recommended to clone a page, before making customisations on it. We're now using presets for configuring some components. To change the properties passed you can unlock the field, and pass the desired value. At any point, it's possible to revert back to the preset by selecting the desired preset for the component. Here's a link which describes Presets and Controllers in detail.
\r\nQ1. What is SRP?
A. The Standard Record Page is a record page template built using Controllers and Presets and enables easier maintenance and upgrades. More info can be found from the link here.
Q2. What is a preset?
A. A preset is a set of configurations for a component, where the configuration and event handlers can be attached. A preset auto-configures components. When a preset is applied to a component, boilerplate configurations are automatically applied to the component, and it works by the preset definition.
Q3. What is a controller?
A. A module that encapsulates logic and functionality, for use by Preset-enabled Components, and regular Components as well. A page can have multiple controllers or no controllers at all. Presets and Controllers live and are managed outside of the page. The logic is contained within their own records and can be updated without impacting pages or requiring refactoring.
Q4. Is customisation on the record page affected due to the upgrade to v2?
A. Any customisations made on the previous record page variant will not be available on the new Case SRP variant and will have to be carried over to it. You can switch back to the older variant to continue using customizations until you migrate to the Case SRP variant.
Q5. How can we customise the Case SRP Page?
A. There is no change in the process of customising Case SRP page or Pages in Extension points. You can do so via UI Builder, just like the previous versions of the Record page.