Collapse the variables on the incident form on a specific view

riskay123
Mega Guru

I have two questions that I was hoping someone could assist me with please. 

 

1. How can I make the section be collapsed by default on a specific view?

2. How can I make it not appear as a tab but directly on the form?

 

I have a requirement provide some fulfillers the ability to view the Incident form where the Variables section would be collapsed by default.

 

I have created a new view for the incident form, and I have created a section called "Variables" and added the Variable Editor to this section on the form. This does now give the user to collapse or expand the section as they need but I would like it to be collapsed by default when the page loads if this view is selected.

 

I have tried adding this client script it does not seem to make any difference.  How can I go about allowing this view to have this section collapses by default when it loads.

 

function onLoad() {

    // Specify the view name where you want to collapse the Variable Editor

    var targetView = 'CV2'; // Replace 'your_view_name' with the actual view name

 

    // Check if the current view matches the target view

    if (g_form.getViewName() === targetView) {

        // Wait for the Variable Editor to load

        setTimeout(function() {

            // Collapse the Variables section

            g_form.setSectionDisplay('variables', false);

        }, 1000); // Adjust the delay as needed

    }

}

 

My second question relates to the additional section appearing in a tab. When I add in the additional tabs like "Notes" and "Related Records" which I do want to appear in tabs on the form. But it moves the Variables section from the form to a tab. I would like the "Variables" section to appear on the main form and not on a tab.

Tab view.jpg

 

I did a quick google it indicated that on the Configure > Form Layout form there should be a tick box that we can tick or untick to make this section, so it does not appear in the tab. I can't see this tick box on the form in my PDI. There does not appear to be a Context Menu option on that form to see if I can add this tick box option to the form.

 

How do I ensure that this section does not appear on the Incident form?

 

Thank you 

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