How to show Comments and notes only in the Activity panel and remove them from the form in workspace

Smith Johnson
Kilo Sage

21m ago

Hello,

I would like to display the Comments and Work notes fields (of a CSM Case record) only in the Activity panel on the right side of the form, as highlighted in the screenshot below.

SmithJohnson_1-1794405215948.png

 

Currently, the same fields are also displayed in the Notes section on the left side of the form. I would like to remove them from the left side while keeping them available in the Activity panel.

However, when I remove Comments and Work notes from the Form Layout, they are also removed from the Activity panel on the right.

Is there a way to remove these fields from the form layout while still keeping them available in the Activity panel?

Thanks,
Smith.

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Ankur Bawiskar
Tera Patron

6m ago

@Smith Johnson 

this is the workaround

Hide journal fields 

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