UI Builder - Contextual Sidebar on Record Page
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
06-23-2023 06:51 AM
When creating a custom Case Type, I noticed the Contextual Sidebar in the CSM/FSM Configurable Workspace differs from the custom Case Type and the OOTB Case type. Does anyone know where these are configured?
For example, I want to hide a few of the items on my custom Case type, but not on the ootb case type.
I know I can duplicate the Record Page and add whatever I want, but I also want to remove some of the elements in the Contextual Sidebar, preferrably without actually deleting the Viewport elements (I might need them later).
Since some of the viewport elements are not displayed, I reckon there's some configuration somewhere that hides them, even though they're there as viewport elements in the Record page.
In UI Builder Record Page:
In the Configurable Workspace:
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
06-27-2023 02:18 AM
Just to reply to my own post. I found a non complicated solution that scales well.
The easiest solution is to add a UX Screen Condition to each of the viewport elements in the Contextual Sidebar that I want to hide. Still need to create a Record page variant, but this is contained inside my custom application scope, so there's no dependencies and risk of customizing OOTB functionality.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
07-10-2023 01:43 PM
This is good to know! Do you know if its possible to use a contextual sidebar component that is in agent workspace inside CSM Configurable workspace?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
09-09-2023 05:13 AM
Hi,
I have query related to contextual side bar, hoping you might provide some guidance as you are working on something related.
In Old workspace we have option to update sidebar elements in "sys_declarative_action_assignment" table and we can also give create/write access to particular element like in below screenshot, how can we do something similar in configurable workspace with UI builder.