Special Handling Notes as an embedded list on Workspace?

_Damian
Tera Contributor

‎01-31-2024 03:35 AM

Hello,

Do you know how to put Special Handling Notes as an embedded list on Workspace? According to docs it is possible but how...? We already have it as a pop up and as a related list but we want to have it as embedded list on form instead of related list.... In core UI you just put it on form and it works but not for CSM/FSM and SOW.    

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karl_lindholm
Tera Contributor

‎05-30-2024 05:21 AM

I was looking into this as well. Couldn't find anything until I tried the new Form Builder and then bumped into this:

karl_lindholm_1-1717070440010.png

It would be helpful if they included this information in the Docs. Have to go with the pop-up window or the related list for now. Or perhaps create some custom component for it.

 

Br,

Karl

 

santhrushna Gan
Tera Contributor
In response to karl_lindholm

‎06-25-2025 07:39 AM

Were you able to get the embedded list working even in the older version?

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