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Record Info in Contextual Side bar

ShaziyaS4380655
Tera Contributor

 

ShaziyaS4380655_0-1758205222888.png

I want the same way to create in my workspace for the record information tab which is in contextual side bar
can anyone pls help on this..

13 REPLIES 13

Dhana3
Kilo Sage

Hi @ShaziyaS4380655 ,

 

Above mentioned screenshot is in which workspace. You can open the record page of that workspace in UI builder and configure the components accordingly.

 

Regards,

Dhanashree

@Dhana3 

i was doing the same thing but, wanted to know can it be done any other way

 

It will depend on few things - 

If you are referring to SOW workspace the record page for it is differently configured and it is not possible to re-use it.

If it is any other workspace you can check if you can use the page they have used in your workspace. If it is not possible we need to manually make the change using UI Builder.

 

Regards,

Dhanashree

aneta_koleva
Tera Expert

You can easily create a page out of the Record page template from within UIB. but if you want to understand how this was done exactly you need again to check the Record page setup.

Mark my answer Helpful in case you find it as such.