How to update change request view - fields and Tabs in SOW

[pradnyajamgaonk]

Hi All,

We have 4 different requirements related to update the view for change record in SOW as below,

Currently there are 4 tabs Overview, Details, Change tasks, Related records

1. In 'Overview' tab we want to remove a block 'Scope and Impact' containing few fields inside.

2. In 'Details' tab we want to add and remove some fields but not able to locate this tab to edit the fields.

3. New tab 'Closure Information' needs to be created with two fields 'Close code' and 'Close notes' next to the existing tab 'Related records'. 

4. New tab 'SAP Changes' needs to be created to show up if 'Category = SAP' i.e. based on condition.

Can you please help with the detailed steps as its bit tricky to locate all these tabs and edit them. Thanks.

[Huynh Loc]

Hi @pradnyajamgaonk,
Please navigate to Service Operation Workspace -> Configuration. Then adjust the tabs of the change request here.

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[pradnyajamgaonk]

Hi @Huynh Loc - Thanks for the reply, it helped me in 1st point to remove 'Scope and Impact' tabs.
As mentioned in point 3 and 4 I want to create two new Tabs and still couldn't find the exact path to create.

[Ankur Bawiskar]

@pradnyajamgaonk 

Please find responses inline

1. In 'Overview' tab we want to remove a block 'Scope and Impact' containing few fields inside.

-> handle the fields, form section from this view "SOW-Change-Overview" which renders in Overview tab

2. In 'Details' tab we want to add and remove some fields but not able to locate this tab to edit the fields.

-> Simply create field and ensure you add in Workspace view and it will start reflecting in Details

3. New tab 'Closure Information' needs to be created with two fields 'Close code' and 'Close notes' next to the existing tab 'Related records'. -> in Change Workspace view, in that form section add those 2 new fields, image as above

4. New tab 'SAP Changes' needs to be created to show up if 'Category = SAP' i.e. based on condition.

-> in Workspace view create a new form section and then use onLoad client script to show/hide the section based on Category, image as above

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[pradnyajamgaonk]

Hi @Ankur Bawiskar  - Thanks. I could work on second point with the help of solution you have given. But still looking for 3rd and 4th as these are not Form sections, but the new Tabs same as 'Overview' and 'Details'.