I’ve been highlighting a lot of the big ticket new features on our Feature Fridays posts, but today want to share a tip on how to use another feature we recently put in. You can now configure sections on the Item Details tab to be collapsed by default – this is a great way to get more real estate on the page for sections that may not be of interest to most.
A few weeks ago I did a Tip Tuesday about adding a QR code to a workspace. Let’s say you don’t want to have that section opened when someone navigates to a record like it is now:
We can configure that section to be collapsed in the workspace layout:
Now when we go to the record in the workspace, you won’t see the fields until you expand that section:
Easy enough to set up, but think about how powerful this can be. When you are configuring workspaces that will be accessed by mobile devices, having sections collapsed will be key in terms of usability.