Service operation workspace

[Anoja]

Hi,

I have a requirement to move the fields from one tab to another for change request in SOW view.

How to remove details tab and move all the fields to overview tab in SOW.

Thanks,

[Tanushree Maiti]

Hi @Anoja 

Using UI Builder you can do the change. Refer this : https://www.youtube.com/watch?v=Q2WfNusHfm4

• Open UI Builder by navigating to Now Experience > UI Builder, then launch the Service Operations Workspace.
• Access the Change Request record page variant.
• Because out-of-box (OOB) variants are read-only, create a duplicate of the variant. Set the duplicated variant to a lower order value (for example, 0) so it takes precedence over the original version.
• Remove the Details tab:
  • In UI Builder, locate the tab component within the page structure (typically under a Tabs or Record Page Tabs component).
  • In the content tree, either delete or hide the Details tab node.
• Move the required fields to the Overview tab:
  • Go to System Definition > Tables and open the change_request table.
  • Open the relevant Form Layout or Form Sections configuration.
  • Using the SOW Change Overview view, add the fields previously shown in the Details tab into the Summary section so they appear under the Overview tab in Service Operations Workspace

Also check : Service Operations Workspace - How to edit "Overview" section on a change record?