How to Remove Form header content from Compliance workspace

[asaha]

Hi Team,

I need assistance with removing the form header content in the Compliance Workspace. Specifically, I’d like to remove the highlighted in "BLUE" section — “Record Type: Policy” — from the workspace header (please refer to the attached screenshot for clarity).

Could someone please guide me on how to remove this section? Your support would be greatly appreciated.

[ChallaR · Accepted solution]

Hi @asaha ,

please find the below steps -

Steps to Remove “Record Type” from Workspace Header

1. Open UI Builder

   • Navigate to Workspace > Compliance Workspace in your instance.
   • Click Edit in UI Builder.

2. Locate the Form Header Component

   • In the UI Builder canvas, select the page that displays the record (usually the Record page).
   • Find the Form Header component in the component tree.

3. Modify Header Template

   • The header is usually configured using Data Resources and Slots.
   • Look for the slot or template that includes Record Type or the field that displays the blue pill.
   • Remove or disable that field from the header configuration.

4. Alternative: Hide via CSS

   • If you cannot remove it via UI Builder, you can hide it using a CSS override

.now-record-type-pill {
  display: none !important;
}

• Add this CSS in the Theme or Page Styles for the workspace.

NOTE - Reason of issue 

The “Record Type” pill is automatically shown when the workspace uses Record Type metadata for navigation or filtering. Removing it won’t affect functionality unless other components depend on it.

Thanks,

Rithika.ch

[ChallaR · Accepted solution]

HI @asaha ,

please find the below option to resolve this-

Option 1: Remove via UI Builder

1. Go to UI Builder → Open the Compliance Workspace → Select the Record page.
2. In the component tree, look for:
   • Record Info or Header component (usually inside the page template).
3. Expand the slots and check for Record Type pill configuration.
   • If present, disable or delete that slot.
4. If it’s part of the template and not editable, you can replace the template with a custom header.

Option 2: Hide via CSS

If UI Builder doesn’t expose it, use CSS:

.now-record-type-pill {
    display: none !important;
}

Apply this CSS in:

• Theme for Compliance Workspace, or
• Add a Style block in UI Builder for that page.

TEST -

Inspect the element in your browser (Right-click → Inspect). You’ll see a class like:

.now-record-type-pill

or similar. That’s the selector you need for CSS.

Thanks,

Rithika.ch

[Sarthak Kashyap · Accepted solution]

Hi @asaha ,

I checked in my PDI I think it is coming from the table level.

Please mark my answer correct and helpful if this works for you

Thanks and Regards,

Sarthak

[Sarthak Kashyap]

Hi @asaha ,

I check your problem it is coming from UX Header tables.

Table name for your reference - sys_ux_header_config_list

Search for your workspace, then search for form/table name in related list you will get the header fields.

For example I opened CSM/FSM workspace and in related list you will find the exact table name and once open any record you will find the header fields.

I opened Incident record

Please mark my answer correct and helpful if this works for you

Thanks and Regards,

Sarthak

[asaha]

Hi @Sarthak Kashyap 

Thank you for looking in to it, but somehow my workspace "Compliance Workspace" is not in the list.

[Sarthak Kashyap]

Hi @asaha ,

I checked for Compliance yes it is not available, do 1 thing navigate to sys_aw_form_header_list this table and search for record that you want to edit for example, open any record in workspace and from url pick the table name and search the table name in sys_aw_form_header_list this table.

Once you open the record you can able to add or remove any feidls.

Please mark my answer correct and helpful if this works for you

Thanks and Regards,

Sarthak

[asaha]

Brother,
I followed the steps, and that is correct I am able to ad/remove the contents from that header. But the one I want to remove is not present there. I want to remove the first option "Record type" but it is not there. Apart from it all the other options are there. Check below screnshots. In the list the "type" is not the first one.