Default settings in the Workspace.

kavyabhasker
Tera Contributor

When we open Risk/ Compliance Workspace is there any setting where the customer can open the 'Details' related list instead of 'Overview' related list after opening any form form the list.

Also can we set default view in the Workspace? Please refer the highlighted view in the attached screenshot.

1 REPLY 1

Matthew Maes
Tera Contributor

If I understand your question correctly, you want the details tab to appear before the overview tab. 

To accomplish this, you would need to create a page variant for the risk/record default page, set the condition for the table you want, and then set the condition to a specific table (or audience) then order of the tabs.
Screenshot 2024-11-09 at 9.28.21 AM.pngScreenshot 2024-11-09 at 9.29.04 AM.pngScreenshot 2024-11-09 at 9.53.32 AM.png



 

I just created a youtube video on how to make numerous changes to the compliance workspace
https://www.youtube.com/watch?v=R4tpOGqKQlI