Hide Customer Information Tab in CSM configurable Workspace

[Sathiskumar_D]

Hello Experts,

I am trying to hide the customer information tab in CSM configurable workspace. What I have tried so far.

1. UI Policy- related list action isn't there.

Any help would be appreciated.

[Community Alums]

Hi Sathish,

1. Navigate to Workspace Experience > Forms > Workspace View Rules.
2. Click the rule that you want to modify.
3. On the Form Settings tab, select the Hide Details & UI Actions check box to hide UI actions and the  customer information tab in the Related Items menu.

Mark my answer correct & Helpful, if Applicable.

Thanks,
Sandeep

[Sathiskumar_D]

Hi Sandeep,

I did what you suggested. But still I am seeing the "Customer Information"!

[Brenda Reyes-Gu · Accepted solution]

In case you still need help with this, go to https://YOURINSTANCE.service-now.com/nav_to.do?uri=sys_ux_screen_type.do?sys_id=27e836e73b1710109381...

In the UX Screens related list, switch Active to false for the Customer Information record. That's it.

[Ssinha4]

Hey,

Need urgent help on this. I have deactivated the UX screen related list but it's still visible on case table. Any idea?

Thanks for you help.