Service Operation Workspace Tabs

Anoja · ‎09-26-2023

Hi All,

There are 3 tabs in SOW when you open the record. Overview, Details and related records now the Details and related records tabs are missing in workspace.

Any help is appreciated

Thanks in advance

Community Alums · ‎09-26-2023

Hi @Anoja ,

From the All menu, navigate to sys_ux_app_route.list.
From the UX App Routes list, select the tab record that you want to modify.
- To modify the order of a common tab. For example, the Details tab, select Record Details Tab. Any changes that you make are applicable to the Details tab in all associated record pages in multiple workspaces.
- To modify the order of a record page-specific tab. For example, the Overview tab of the incident record page in Service Operations Workspace, select Overview whose App Configuration is Service Operations Workspace and Parent macroponent is Record Page Tabs. Any changes made are applicable only to the Overview tab of the incident record page in Service Operations Workspace.
On the UX App Route form, modify the Order field. If the UX App Route form doesn’t contain the Order field, add the Order field to the form. For more information about adding a field to the form, see Show or hide fields on a form.
Select Update.

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Harish Kota · ‎09-26-2023

Hi @Anoja

I have just checked in my Instance, and I have opened one of the records, Details and Related Records sections are available. Please find below screenshot for the same.

If the tabs are not available for you, Please use below bullet points:

-> From the All menu, navigate to sys_ux_app_route.list.

-> From the UX App Routes list, select the tab record that you want to modify.

-> To modify the order of a common tab. For example, in the Details tab, select the Record Details Tab. Any changes that you make are applicable to the Details tab in all associated record pages in multiple workspaces.

-> To modify the order of a record page-specific tab. For example, in the Overview tab of the incident record page in Service Operations Workspace, select Overview whose App Configuration is Service Operations Workspace and Parent macro ponent is Record Page Tabs. Any changes made are applicable only to the Overview tab of the incident record page in the Service Operations Workspace.

-> On the UX App Route form, modify the Order field. If the UX App Route form doesn’t contain the Order field, add the Order field to the form. For more information about adding a field to the form, see Show or hide fields on a form.

Thanks,

Harish Kota

View solution in original post

eyal abu hamad · ‎01-08-2024

Hi, do you know where can remove the appointment tab ?

terrieb · ‎01-08-2024

You can do the same steps as I got above if it's for the Operations Workspace.

Let me know if that works for you.

eyal abu hamad · ‎01-08-2024

Hi, it is for CSM/FSM worksapce.
I cant find anything related to appointment anywhere.
do you have any idea were to look for this ?

terrieb · ‎01-08-2024

Sorry we don't own/use those modules but I would think it would be the same operation - updating the specific US App Route and modifying the Order field. I believe you can "hide" that tab by making it Inactive, but you may want to post this as a new question on this site to be sure.

Sorry i couldn't be more helpful here....

melvinejiogu · ‎05-01-2024

Hi @terrieb , i have tried to do this and it is not working for me. Please could you guide me on what to do? I am just trying to swap the details and overview. Hence trying to make the details tab come first and the overview tab come last and related records tab come second. I have tried to switch the order and it is not working. Can you guide me please