Agent workspace hide related list

CV1
Tera Contributor

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.

7 REPLIES 7

CV1
Tera Contributor

Please find attached.

CV1
Tera Contributor

Please find attached.

Hello,

So if you go to the form in Native UI you will see there is an agent workspace view:-

find_real_file.png

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

find_real_file.png

 

Please mark answer correct/helpful based on impact