How to Change Tab Order in Case Record Page in CSM Configurable Workspace?

[swethavelu]

Hello Community,

I am customizing the Case record page in CSM Configurable Workspace and need help with changing the order of tabs.

Current Behavior:

• When I open a Case record:
  • The first tab is Details (used to fill and save case data initially).
  • After saving, other tabs appear such as:
    • Customer Information
    • Customer History
    • SLA
    • etc.
• The default order shows Details first, then Customer Information.

Requirement:
I want to swap the order of tabs so that Customer Information appears first, and Details comes after it.

Questions:

1. Where can I configure the tab order for the Case record page.

Thank you for your guidance!

[Shruti · Accepted solution]

Hi

Navigate to UI Builder -> CSM/FSM configurable workspace experience

Duplicate variant for CSM default record page and keep its order to lowest 

Go to the main tab and drag the page collection CSM default record post-details  above Details

[Sarthak Kashyap]

Hi @swethavelu ,

I tried your problem in my PDI and it works for me 

Navigate on the ITIL view of your record and change the view to workspace 

Once you did that now right click on form header click on config> related list

Just drag and drop the related list it will work

Before

After

Please mark my answer correct and helpful if this works for you

Thanks and Regards,

Sarthak

[Ankur Bawiskar]

@Sarthak Kashyap 

The question being asked is different.
Please review the question carefully before posting comments to avoid causing confusion for the person who asked it.

[swethavelu]

Hi @Sarthak Kashyap 

Thanks for your response. I followed the same steps which you followed but not seeing the Details & Customer Information tab in the slush bucket.

[Ankur Bawiskar]

@swethavelu 

it's not gonna work as the comment posted by @Sarthak Kashyap is not what you want.