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Hiding incident related fields in opportunity workspace

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edited Jun 8, 2022 11:33AM in General Technical Discussions 1 comment

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Hi All.

We have created a relationship between opportunity and incident and added the incident tab in opportunity workspace.

Now we have few requirements,

1. we need to hide some fields (status,resolved by etc) in incident tab. Is it possible to hide the fields in opportunity workspace.

2. If we change the contact name in opportunity then the existing incident contact name will automatically updated to same value.

3. If we change assigned field in opportunity then the existing incident Assigned field will automatically updated to same value.

I have attached the screenshots for opportunity and incident, could you please see once.

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