How to hide work notes in form but it should be visible in activity section of SOW in interaction

AkurathiPrK · 3 weeks ago

In Service Operations Workspace (SOW), for the Interaction record, the Work Notes field is displayed both in the form layout (left side) and in the Activity Stream section (right side).

My requirement is to hide the Work Notes field from the form layout only, while still keeping the Work Notes composer available in the Activity Stream.

I noticed that when I remove the work_notes field from the form layout/view, it also disappears from the Activity Stream.

Has anyone implemented this requirement? What is the recommended approach in SOW? Should this be handled through UI Builder, Workspace Form Views, Client Scripts, or another configuration?

Any guidance would be appreciated.

Thanks.

HarishKumar6668 · 3 weeks ago

Hi @AkurathiPrK ,

You can place the Work Notes field within a section, such as Notes, and hide the entire section using an onLoad Client Script specifically for the SOW view. This will hide the section and, consequently, the Work Notes field as well.

This is the same approach used OOB on the Incident record.

function onLoad() {
   g_form.setSectionDisplay('notes', false);
   
}

If you find this information useful, please mark it as Helpful and Accept the Solution.

Regards,
Harish

View solution in original post

Vishal Jaswal · 3 weeks ago

Hello @AkurathiPrK

Open any Interaction record or it's list view in native UI and then click Configure > Form layout as shown below:

Change View name to Service Operations Workspace and ensure your update set is in correct application scope as shown below:

Click the notes section and move the work notes from right to left. Click Save

Validation Results:

before:

after:

Hope that helps!

AkurathiPrK · 3 weeks ago

Hi @Vishal Jaswal thank you for answer but I just need hide in the left side details tab and it should visible in activity section please revise your answer thank you for understanding

AkurathiPrK · 3 weeks ago

Just like in the screenshot under before heading

Vishal Jaswal · 3 weeks ago

Hello @AkurathiPrK

The underlying concept/logic/solution remains the same - it's just that you need to select the desired section in configure form layout where work notes are being displayed:

Before:

After:

Hope that helps!