How to configure contextual icons in SOW

[Anandini]

Hi, I'm working on a form in Service Operations Workspace, and by default, the small "Record Information" (i) icon appears next to reference fields, opening a contextual side panel. I want to remove or disable this icon as it's not needed for our use case. I’ve checked the dictionary and form settings, and there are no ref_contributions set. Is there a way to hide this icon via UI Builder or form configuration?

I am getting this by default as open, I don't want that as default.. is there any way to do not appear as by deafult?

[Community Alums]

Hi @Anandini ,

When working in Service Operations Workspace, you might notice that reference fields on forms show a small "i" icon next to them. This icon is for the "Record Information" side panel, and it opens details about the referenced record. In your case, this side panel seems to be opening by default, and you’d prefer not to show that icon at all. Even though you’ve checked the dictionary and didn’t find any ref_contributions set, this behavior still appears because it’s enabled by default in UI Builder forms.

To remove this icon or prevent the side panel from opening, the best solution is to go into UI Builder and edit the form component directly. Locate the reference field that's showing the icon, and in the field properties, check if there are any reference_contributions set. If record-info is present, remove it. If it’s not there, try setting reference_contributions: [] manually — this tells the system not to include any contributions like that side panel. This approach usually removes the icon and stops the panel from showing.

If that doesn’t solve it and the panel is opening automatically, double-check if any script or UI interaction is triggering it on form load. Also, avoid using auto-focus or on-load logic that might activate the reference field. As a last resort, if you need full control, you could replace the field with a custom component — but that’s more effort and typically unnecessary unless you’re building something highly customized.

[Anandini]

hello @Community Alums ,

I don't want that record information to appear by default. It should open whenever click on that only. Can you help me to do this.

[Ankur Bawiskar]

@Anandini 

whenever you open a record in SOW it will open that Record information by default

I won't recommend removing it.

You will have to identify the page and then change the icons, this is feasible

Steps at high level

1) Make a copy of "Record SNC"

2) then open the "Contextual sidebar" component, you might have to duplicate this as well to change the icons

Also check this link, you need to correctly identify the "sys_ux_app_route" record to update the icon

Showing custom Icons on the Workspace contextual sidebar 

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Anandini]

hello @Ankur Bawiskar ,

I don't want that record information to appear by default. It should open whenever click on that only. Can you help me to do this. how to stop the record information to get by default when page loads..