How to change the record information in the sidebar

aingndn
Tera Contributor

I would like to customize all the record information in the sidebar of the configurable workspace.
For example, changing a customer's card to another table card, deleting, etc.
If anyone knows any way to do this, please let me know.
Best regards.

 

 

4 REPLIES 4

Dhana3
Kilo Sage

Can you please post the picture of what exactly you need to change, may be I can help you better that ways.

You can open this workspace in UI builder, open the page that you need to change, locate the sidebar on the editor panel of the page. On the right-hand side you'll find config tab, there you'll find the option to change the data and other details.

aingndn
Tera Contributor

 

 

 

This is the part. For example, we would like to remove a contact or active SLA card.

 

aingndn_0-1727660556340.png

 

You need to open the workspace in the UI builder, locate this component in the editor and you'll find an option to hide or remove the component.

Wybren1
Tera Guru

This has changed alot in the past releases, but anybody who stumbles on this.

Workspace Experience > Forms > Workspace Ribbon Settings