add "preview this record" to location on incident record

mheyman
Tera Contributor

2 hours ago

How do I add the "Preview this record" on the Incident record.  It works great for other places in the Incident record, but doesn't show up for Location.  The location and name are both fields showing info from the location table, so attaching it to either would be great.  

 

Location = cmn_location.u_number

Name = cmn_location.name

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Andrii10
Tera Contributor

2 hours ago

The "Preview" icon (the little "i") only appears automatically for Reference type fields. If your Location or Name fields are String types, the icon will not show.

  • Ensure the Location field on the Incident form is a Reference field pointing to the cmn_location table.

  • To show both the Number and Name, use Dot-walking:

    • Right-click the header - Configure - Form Layout.

    • Select the Location field and click the Expand icon (between the slushbuckets).

    • Add the  Name or Name fields from the expanded list.

 

 

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SumanthDosapati
Mega Sage

an hour ago

@mheyman 

As per your question 

Location = cmn_location.u_number

Name = cmn_location.name

It means, both are string fields. So preview icon will not be there.
 
OOB, there's already a location reference field in incident record. Just bring that to the form and make use of it as required.
 
Accept the solution and mark as helpful if it does, to benefit future readers.
Regards,
Sumanth
 
 

 

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