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Hiding incident fields in opportunity workspace — Cloud Customer Connect
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Hiding incident fields in opportunity workspace

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edited Jul 22, 2021 12:33PM in Agent Desktop 9 comments

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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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