How to modify Service Operations Workspace Overview tab Summary field

IB98
Giga Sage

Hello, 

I am trying to add some fields to the Change Overview Summary section in the workspace. Where is that information hidden? I need to add additional fields and remove justification from the form.

 

Thanks,

Screenshot 2024-06-26 at 4.37.17 PM.png

1 ACCEPTED SOLUTION

IB98
Giga Sage

Found it! In the change record, open the record in the "SOW-Change-Overview" view. Scroll down and locate the Summary tab to make the changes 🙂

View solution in original post

10 REPLIES 10

hi @kshitiz11 !

I have similar requirement and need to add some fields to the Problem Overview tab. I followed the steps you provided and was able to add/remove fields, but they are not appearing on the front end even after saving the form.

 

I would be great if u provide any solution for this issue.

 

Thanks

Hiranmayee Mohanta

Hi,

 

are you sure they are also present on the Service Operations Workspace view? Could you provide screenshots of these two views how they are setup?

Hi @DanielKolar!

Thanks for your quick reply.

1. There are only two fields showing under 'OverView' tab. I need few more mandatory fields to be added under this tab.

 

Hiranmayee_0-1747667046761.png

The fields are showing in 'OverView' configuration.

Hiranmayee_2-1747667552038.png

 

 

2. The other fields are showing under 'details' tab.

 

Hiranmayee_1-1747667268834.png

 

3. All required fields are showing in Native View:

 

Hiranmayee_3-1747667811777.png

 

Thanks

 

 

 

 

 

 

 

Hm, I do not see the full screenshot but the second one shows "Merged with the Impact section" - that means that the fields are not in the Summary section (which you are showing on the first screenshot) but in the Impact section. You might need to shuffle them around, the fields will only appear in their respective section. As far as I know only the Summary section appears when creating the record. Alternatively you can go to problem_overview_container_list table (or through the settings on screenshot) and change the visibility of the Impact section for state new:

Snímek obrazovky 2025-05-19 173651.png

Hi @DanielKolar !

Sorry for the delayed reply. Your solution meets my requirements and is working well.

Thanks for your assistance!

 

Regards

Hiranmayee Mohanta