Hello Community,
We’re currently working on customizing the existing Post Incident Report (PIR) in Service Operations Workspace.
Our goal is to include additional fields from the Incident record (such as Business Impact from Major Incident, Resolution Notes, Probable Cause, Related Records, etc.) and display them within the PIR as editable fields. This would allow the support team to have a centralized view of all relevant information in one place.
Ideally, we’d also like these fields to remain synchronized, so that any updates made within the PIR are reflected in their original locations (e.g., Incident, Major Incident, etc.).
Has anyone implemented something similar or can provide guidance on the best approach for this?
Any help or recommendations would be greatly appreciated.
