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

[swethavelu]

@Ankur Bawiskar Noted, thanks.

[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

[swethavelu]

Hi @Shruti ,

Thanks for your response. What do you mean by drag the collection CSM default record post-details ? Can provide more details please.

[Shruti · Accepted solution]

By default, "Details" is in the second position according to the out-of-the-box (OOTB) configuration. To move it, simply select it and place it wherever you want in the list.

[Ankur Bawiskar]

@swethavelu 

approach from @Shruti  should work for you.

But I believe you should stick to OOTB UI and order of tabs as it helps agents to see the Case Details immediately as it's the 1st tab on form.

If you change the order agents won't be able to find the case details properly.

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