Hide Additional comments and Work Notes from RITM form view

SnehaS895807473
Tera Expert

Hi,

I want to hide the Additional comments and Work notes fields from the RITM form while keeping them visible and functional in the Activity tab.

Users should still be able to add comments and work notes through the Activity tab, but these fields should not appear directly on the RITM form.

I have tried using Client Scripts, UI Policies, Form Design, Form Layout, and Form Builder. However, hiding these fields using these methods also removes them from the Activity tab.

Is there a way to hide these fields only from the RITM form while retaining the ability for users to post comments and work notes through the Activity tab?

 

SnehaS895807473_0-1792752799389.png

 

2 REPLIES 2

Ankur Bawiskar
Tera Patron

@SnehaS895807473 

this docs link has solution

Hide journal fields 

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

Bhavya11
Mega Patron

Hi @SnehaS895807473 ,

 

You can try something like open the RITM in Workspace , try to click on 3 dots you can see Personalize the form . you can remove the work note and comments

Bhavya11_0-1792755890240.png

Bhavya11_1-1792755920619.png

 

Note: my instance is Zurich

 

For you can follow this thread