How to minimise sections within Agent Workspace by default

[ToniOxley]

Good Morning, Please can someone advise, within the Agent workspace incident view we would like a few sections auto minimised as they are not always used and just an extra step in workspace agent for the SD member to fill out/scroll through.

Can you please advise if this is do-able and if so, how?

Thank you - really appreciate some help with this.

[Willem]

Hi Toni,
Please do the following:

Set up form section auto-collapse on load

Set up auto-collapsing of one or more form sections using client scripts.

Before you begin

The collapsed sections can be expanded by using the section collapse or expand control on the form.

Role required: admin

Procedure

1. Navigate to System Definition > Client Scripts.
2. Click New.
3. On the form, fill in the fields.
   Note: See the example configuration to configure section auto-collapse.

   

4. Input 

g_aw.setSectionExpanded('section_name', false);

in the scripting field and modify the section name you want to auto-collapse. For example, 

g_aw.setSectionExpand('related_records', false);

Note: Enter all the forms sections on separate lines to enable auto-collapse on load for all the form sections.

5.Click Submit.

Refer to:

https://docs.servicenow.com/bundle/paris-servicenow-platform/page/administer/workspace/concept/custo...

[Sebas Di Loreto]

Thank you Willem for your answer, I have tried that on my instance and an out of the box one and it doesn't work. 

Have you tried it on yours?

[Willem]

Hi @sdiloreto have you looked at this article?:

https://docs.servicenow.com/bundle/quebec-servicenow-platform/page/administer/workspace/concept/cust...

Should be possible without scripting.

If this is not working for you, can you log a question and include the steps you have done and include screenshots? Feel free to tag me in the question. Happy to help!

[Sebas Di Loreto]

Yes, I did.

That article describes the client script you detailed on your first response that doesn't work. I tried it on my company's development instance and in my personal out of the box instance. So this might not be working for anybody. That is why if you tried this very simple client script on your own instance. This takes 10 minutes.

There is no no-code feature to auto-collapse. The feature is only to remove the possibility to collapse.