Hi @dboudreau670890 ,
Steps to add and edit Requested by field in overview tab:
1) Open any change request record, then select Configure → Form Layout from the context menu.
2) Select the "SOW-Change-Overview" view and choose any available section (for example, the Summary section).
3) Move Requested by to the Selected bucket, then click Save to apply the changes.
4) To test this, go to SOW → Changes → All, open any change request record, and navigate to the Overview tab → Summary. Verify that the Requested by field is visible.
5) Click on the pencil icon to edit the value.
Please mark this answer as correct and helpful if this solution works for you.
Thanks,
Shivani
- OOB Closure card is visible only if state of change request is in state Review / Closed.
- To modify or look into that record navigate to chg_overview_card.LIST table -> Search for the record whose name is Closure
- Create a new record to make it visible based on the state. Verify in respective states that the records are present, closure card is available in overview
- Add those PIR questions in the Closure Information section and verify all the fields under closure information will be visible in Closure Information card.
Thanks,
Shivani
@M Shivani We tried that and the PIR ?'s (3 multiline text) are not displaying. However, we do have a UI policy on them to only show if close note <> successful. updating the status and clicking save also didn't make them appear.
Here is the details pane
Here is the Overview Modal
here is the update we did from your directions above.
