How to collapse the attachment sidebar in next experience workspace by default

Diogo Ramos
Giga Sage

Hello, I was trying to have the attachment side bar tab to be collapsed by default when you would open a record in a workspace, default behavior makes this side bar to be extended when you open a record which we do not want. 

On my workspace I have a copy of the default record page

DiogoRamos_0-1682409786338.png

 

On the tab view, I saw that the component provides a option "Collapse Tabs by Default", which by default is expecting a script, I tried using both the script and just setting it to true as in the image but it does not actually seem to do what I expected.

DiogoRamos_1-1682409909731.png

The result is as follows, it just removes the text part where it would have the button to upload the attachment, but the actual container remains open. 

 

DiogoRamos_3-1682409966903.png

 

I have tried this both on Tokyo and Utah versions, I also tried looking to see if I could force the collapse based on the page ready event but had no luck so far. 

Has anyone faced this or does anyone know how I can force the collapse for this tab by default? 
Thank you.



2 ACCEPTED SOLUTIONS

Community Alums
Not applicable

Hi @Diogo Ramos ,

This is the user preference that controls it. Set the value to false and mark "system" as true.

workspace.showAgentAssist

Set this to system and it will be collapsed by default. Note that it is used in all workspaces so it would be applicable everywhere.

SandeepDutta_0-1682410744085.png

 

SandeepDutta_1-1682410786900.pngSandeepDutta_2-1682410803903.png

 

View solution in original post

Have you tried going to a workspace, then clicking your profile icon on top right, and selecting the option preferences which will show you the following : 

DiogoRamos_0-1709123219851.png
Then under workspace  you get the following : 

DiogoRamos_1-1709123368710.png

If you unselect the "Show the sidebar" option, it should collapse the side bar by default. 

Behind the scenes this uses the user preference : 

DiogoRamos_2-1709123436868.png

 

To make it run for everyone, just go to the preference and remove the user and move the system field to true.


On my previous situation it did not work initially probably due to cache issues. 

Cheers
Diogo

 

View solution in original post

8 REPLIES 8

Hi Diego, 

Do you know why that "workspaces" category is missing for some of my users in their preferences menu?

Hello Jessica, 

I'm not sure, but do you have next experience enabled and you user has it enabled as well ? For example can he see any workspace in the dropdown? 

They may need the workspace_user role.

The option only shows when viewing a workspace. If on a page outside of a workspace, the workspace preference will not show.