Set record page order

task australia Updated Sep 10, 2026 1 min read config-csm-ws-set-record-page-order.md
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Set the order value of a record page to determine the default page for displaying records in CRM Workspace.

Before you begin

Role required: workspace_admin, ui_builder_admin, admin

About this task

Record pages can be active or inactive. Each record page also has an order value. The active record page with the lowest order number is the default page. When the system displays a record in CRM Workspace, it uses this default page to display the record information.

Record page Order
CSM default record page -1000
CSM Interaction record page -1000
Email interaction record page -1001
Front-line case page 1000
CSM voice interaction record page 2000
CSM centered chat interaction record page -2001
Record default 0
Interaction record Page 100

To use a different page as the default page, you need to manually switch from the existing page to the new page by changing the page order value.

Procedure

  1. Navigate to All > Now Experience Framework > UI Builder.

  2. Select the CRM Workspace experience.

  3. Select the desired page in the Variants list, for example, CSM default record page.

  4. Set the page order value.

    1. Select the additional actions menu for the page and then select Edit conditions.

    2. Enter a value in the Order field.

    3. Select Save.

  5. Activate the page.

    1. Navigate to All > Now Experience Framework > Experiences.

    2. Select the CRM Workspace experience.

    3. In the Admin panel field, open the UX App Configuration: CRM Workspace App Config record.

    4. Locate the page in the UX Screens related list.

    5. Set the Active field to true.

Related topics

CRM Workspace record pages

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