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.
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
