SOW - create new change request

[Elena Spıru]

Hello,

I have the following task:
In SOW, I click on the create a new change request and when the form opens, it is automatically in the Overview "tab".  The task is to change that to details.

How is this possible?

Thank you,
Elena

[Dr Atul G- LNG]

Hi @Elena Spıru 

Why do you want to remove the Overview tab at load? The Overview tab is something that should always be available until the change is closed, as it provides quick and essential information to the user.

[Elena Spıru]

Hello @Dr Atul G- LNG 

I don't want to remove the Overview tab, I need to have the Details tab displayed first when opening a new change request.
Users tend to see only the overview tab and they try to save the record without completing the mandatory fields in the Details tab, this is why this requirement exists.

Is there any way to do that?

[Dr Atul G- LNG]

Hi @Elena Spıru 

I doubt this is doable, as the purpose of having the Overview tab is just to display everything to the user at a glance

Open a change in the native view, then switch the view to the SOW Change Workspace (using form designer). Try moving the section up or down to see if that works

[Elena Spıru]

I've tried this but it only changes the fields on the form on workspace. 

[Ankur Bawiskar]

@Elena Spıru 

this link has approach see if that works but I believe it will remove it from New and Existing records both

So I won't recommend this

Hide Overview section in Change request in Service Operation Workspace in Vancouver 

If my response helped please mark it correct and close the thread so that it benefits future readers.