"Record History" related tab on Agent workspace for HR Case management

Simanta27
Tera Contributor

Hi everyone, There is a related tab named "Record history" present on the HR Case form in Agent workspace for HR Case Management, I want to remove it, any help on how can this be done? Attaching screenshot for reference.

Thanks in advance! 🙂

Simanta27_0-1707390474889.png

 

7 REPLIES 7

Susan Britt
Mega Sage
Mega Sage

Hi @Simanta27 

 

This is your Related Lists on the case form, and it can be removed from platform/UI view on the case.

  1. Open any case on the COE table you want to remove "Record History".  Related Lists are per COE, so you may have to repeat for the different tables.
  2. Configure > Related Lists
    • SusanBritt_0-1707488565002.png

       

  3. Select the View of "Workspace UIB"
  4. Select the related list to be removed and move over (I'm using Emergency Contacts as example)
    • SusanBritt_1-1707488649531.png

       

  5. Save
  6. Refresh view of case in Agent Workpsace

Before:

SusanBritt_2-1707488680474.png

 

After:

SusanBritt_3-1707488752091.png

 

Hi @Susan Britt , thanks for your reply. But I already tried this one. There is not related list named "Record history" on the form. 

Seems it is an OOB feature with the new Configurable Agent Workspace.

abirakundu23
Mega Sage

Hi @Simanta27 

Please follow the below steps.

1.Go to the Configure ->Related list

akadu23_0-1707561700224.png

2. Select "Workspace UIB" & select Related list for remove as per below screenshot.

akadu23_1-1707561790527.png

3. Save it & back to your New Agent workspace, refresh over it.

 

Please mark helpful if worthy for you.

 

JulianLemcke
Kilo Sage

Hello together,

 

I'm not sure if here are different topics discussed. @Simanta27 is referring to something that I've as well experienced coming in with the Washington Release. 

It seems that this is (as far as I can tell) only applicable to the HR Agent Workspace, but regardless of the record in there. So the Record History is even visible for "non HR Tables" i.e. "Workplace Cases" (WSD) or "Risks" (IRM).

 

I don't think that this is set up based on the Related List configuration. At least I haven't seen it yet.

 

Related List config:

JulianLemcke_0-1707833990713.png

 

HR Agent Workspace Related List:

JulianLemcke_2-1707834065450.png

 

You can see that this is a preset component for the HR Agent Workspace's Standard Record Page (it is editable for me, because I created a copy). I would assume that you need to hide the component - not sure if there is another way.

 

JulianLemcke_3-1707834624262.png