Agent workspace hide related list
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‎01-30-2022 09:04 PM
Hi All,
Please guide me with the following requirements :
A catalog item called "Management" is created via Record Producer and table is incident.
- 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)
- 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?
- 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.
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‎02-02-2022 08:27 AM
Please find attached.
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‎02-02-2022 08:37 AM
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‎02-02-2022 08:53 AM
Hello,
So if you go to the form in Native UI you will see there is an agent workspace view:-
What ever fields you configure in that view will be available on the agent workspace.
Now to hide any related list based on the category management :-
Write a on change client script on category that when category is management the below line:-
g_form.hideRelatedList('nameoftherelatedlist');
And do not forget to select the view as workspace in the client script so that it only works on agent workspace
Please mark answer correct/helpful based on impact