Change the default form section navigation of your Workspace Experience. By changing the form section navigation, you can simplify forms that are less complex and don't need form section navigation or section collapsing.

Configure form section navigation.

  • Auto-collapse form sections on load.
  • Hide section navigation.
  • Disable section collapsing.

Set up form section auto-collapse on load

Set up auto-collapsing of one or more form sections using client scripts.

Before you begin

The collapsed sections can be expanded by using the section collapse or expand control on the form.

Role required: admin

Procedure

  1. Navigate to All > System Definition > Client Scripts.
  2. Click New.
  3. On the form, fill in the fields.
    Note: See the example configuration to configure section auto-collapse.
    Table 1. Client Script form
    FieldDescription
    Name Name for the client script.
    Table Table to associate with the client script. For example, Incident.
    UI Type UI type for the client script. Choose Desktop, Mobile/Service Portal, or All.
    Type Type of client script. Select the event that triggers the script to run from the Type list.
    Application Scope of the client script applicability. Global means that all workspaces can use this setting.
    Active Option to activate the client script.
    Inherited Option to enable inherited client script.
    Global Global means all workspaces can use this setting.
    Description Description of the client script that also displays in the Client Scripts list.
    Messages Additional information about the client script.
  4. Input input g_aw.setSectionExpanded('section_name', false); in the scripting field and modify the section name you want to auto-collapse.

    For example, g_aw.setSectionExpanded('related_records', false);.

    Note: Enter all the forms sections on separate lines to enable auto-collapse on load for all the form sections.
  5. Click Submit.

Example

Example Client Script form
FieldDescription
Name Enter a name for your client script. For example, Auto Collapse.
Table Select Incident.
UI Type Select All.
Type

Select onLoad.
Application Maintain Global as your application.
Active Toggle Active.
Inherited Skip this option.
Global Toggle Global.
Description Skip this field.
Messages Skip this field.

Hide form section navigation

Hide the default form section navigation to disable jump-to section navigation on forms. Simplify forms that are less complex and don't benefit from form section navigation.

Before you begin

Role required: admin

About this task

The form section control displays at the top of a form.
Workspace form before.

Procedure

  1. Navigate to All > Workspace Experience > Forms > Workspace View Rules.
  2. Click New.
  3. On the form, fill in the fields.
    Table 2. Workspace View Rule
    FieldDescription
    Name Name for your Workspace view rule.
    Table Table to apply your Workspace view rule. For example, Incident.
    View View for your Workspace view rule.
    Application Application scope for your Workspace view rule.
    Workspace Workspace for your Workspace view rule. Associate workspace view rule to a specific workspace.
    Active Option to activate the Workspace view rule.
  4. In related lists, click the Form Settings tab.
  5. Select Hide section navigation.
  6. Click Submit.

Result

The form section control is removed from the form.
Workspace form.

Disable form section collapsing

Disable default form section collapsing. Simplify forms that are less complex and don't benefit from section collapsing.

Before you begin

Role required: admin

About this task

The form section collapse appears at the top of each section on the form.
Workspace form before.

Procedure

  1. Navigate to All > Workspace Experience > Forms > Workspace View Rules.
  2. Click New.
  3. On the form, fill in the fields.
    Table 3. Workspace View Rule form
    FieldDescription
    Name Name for your workspace view rule.
    Table Table to apply your Workspace view rule. For example, Incident.
    View View for your Workspace view rule.
    Application Application scope for your Workspace view rule.
    Workspace Workspace for your Workspace view rule. Associate Workspace view rule to a specific Workspace.
    Active Option to activate the Workspace view rule.
  4. Click the Form Settings related list.
  5. Select Disable section collapsing.
  6. Click Submit.

Result

Form section collapsing is disabled on the form.
Workspace form.