How to change the record information in the sidebar
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09-29-2024 09:43 AM
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.
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09-29-2024 11:19 AM
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.
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09-29-2024 06:45 PM
This is the part. For example, we would like to remove a contact or active SLA card.
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09-30-2024 10:55 PM
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.
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3 weeks ago
This has changed alot in the past releases, but anybody who stumbles on this.
Workspace Experience > Forms > Workspace Ribbon Settings