Hi Everyone,
We recently upgraded to xanadu and is planning to move from using Record Default to CSM default record page. For Record Default we had related records tab in the contextual side bar which was a viewport that you can just enable from the UI builder
As we are missing this when we migrated to CSM default record page, has anyone managed to add this tab?
Hey,
After a lot of investigation, on the CSM default record page under the tabs component. You will find a Tab section using a Screen Collection called "CSM default record post-tabs"
Under this screen collection you will find a the related records page, which for the CSM workspace seems to be hidden with a scripted screen condition.
If you navigate to
/sys_ux_screen_condition.do?sys_id=cc6127a7102d1110f87787183c163c33&sysparm_record_target=sys_ux_screen_condition&sysparm_record_row=2&sysparm_record_rows=2&sysparm_record_list=screen.nameSTARTSWITHrelated
Line 20 only shows this tab under the OOTB tables created through case types. I know this file is an OOTB file, so the best thing you can do to ensure your instance stays upgradeable, is copy the CSM default record page, do the same steps as above and create a new screen condition and relate it to that default records page.
That way it'll ensure you still get the System files upgraded each version but you meet your needs :).
Daniel
