Agent workspace hide related list

[CV1]

Hi All,

Please guide me with the following requirements :

A catalog item called "Management" is created via Record Producer and table is incident.

1. How to hide related list on agent workspace when this category "Management" is selected and only display Details and Tasks as related list. (for other Incident > Categories , default Related list should be displayed like SLA, Parent Incidents, Child Incidents, Special Handling Notes etc)
2.  How to customize Parent>Task related list to show only fields required  like (Number,Assigned to,State, Description) how and where should the UI policy be defined?
3. In record producer how to write value to company field on incident table? (we have variable set : Customer Account that is account)

Thanks for the help in advance.

[Maik Skoddow]

Hi CV

please split that question into the 3 mentioned requirements and provide more details and screenshots to help us understand you better.

Kind regards
Maik

[CV1]

Hi Maik,

Please find the screen captures below:

1. How to hide related list on agent workspace when this category "Management" is selected and only display Details and Tasks as related list. (for other Incident > Categories , default Related list should be displayed like SLA, Parent Incidents, Child Incidents, Special Handling Notes etc)

       On the sp portal  select catalog item "Management" this opens an incident INC0370118. Navigate to agent workspace > open the Incident to work. The form shows the below related list for all incidents.

I want to display Details and Tasks when an incident of Category "Management" is raised. How to hide the highlighted related list only for "Management" Category.

The Issue i'm running into is wen i change the related list , it changes for all incidents.

2. How to customize Parent>Task related list to show only fields required  like (Number,Assigned to,State, Description) how and where should the UI policy be defined?

From the above requirement  i want to only display Details and Tasks related list,how to customize task form to show only fields not highlighted:

3 . In record producer how to write value to company field on incident table? (we have variable set : Customer Account that is account)

Ans) current.company = producer.account_information;

[CV1]

Hi Maik,

Please find the screen captures below:

1. How to hide related list on agent workspace when this category "Management" is selected and only display Details and Tasks as related list. (for other Incident > Categories , default Related list should be displayed like SLA, Parent Incidents, Child Incidents, Special Handling Notes etc)

       On the sp portal  select catalog item "Management" this opens an incident INC0370118. Navigate to agent workspace > open the Incident to work. The form shows the below related list for all incidents.

I want to display Details and Tasks when an incident of Category "Management" is raised. How to hide the highlighted related list only for "Management" Category.

The Issue i'm running into is wen i change the related list , it changes for all incidents.

2. How to customize Parent>Task related list to show only fields required  like (Number,Assigned to,State, Description) how and where should the UI policy be defined?

From the above requirement  i want to only display Details and Tasks related list,how to customize task form to show only fields not highlighted:

3 . In record producer how to write value to company field on incident table? (we have variable set : Customer Account that is account)

Ans) current.company = producer.account_information;

[Saurav11]

Hello the Images are broken. Can you pasted the Images again?

Thanks.