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

AkurathiPrK
Tera Contributor

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.

3 REPLIES 3

Vishal Jaswal
Tera Sage

Hello @AkurathiPrK 

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

VishalJaswal_0-1787762443842.png


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

VishalJaswal_1-1787762524259.png


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

Validation Results:

before:

VishalJaswal_3-1787762583299.png

 



after:

VishalJaswal_2-1787762552961.png

 




Hope that helps!

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

 

Just like in the screenshot under before heading