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

swethavelu
Tera Contributor

2 hours ago

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.

swethavelu_0-1764047581258.png

 

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!

0 Helpfuls
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1 REPLY 1

Sarthak Kashyap
Mega Sage

17m ago

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 

SarthakKashyap_2-1764052173419.png

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

SarthakKashyap_4-1764052296145.png

 

Just drag and drop the related list it will work

SarthakKashyap_3-1764052249258.png

 

Before

SarthakKashyap_0-1764052060221.png

After

SarthakKashyap_1-1764052119237.png

 

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

Thanks and Regards,

Sarthak

 

0 Helpfuls