Change List View for Reference Field

[Dylan Mann1]

Hi Community,

I have a custom table which extends the Task table. When I try to reference this table from a look-up field I see the reference list view from the task table. I need to change that list view to something custom but I can't seem to override that task view whenever I create a new view.

Any suggestions?

Thanks,

Dylan

[Sabrina10]

To get to the popup view of a table you can use the following URL, replacing with your info

https://<instance_name>.service-now.com/<table_name>.do?sysparm_view=sys_popup

Is your reference field pointing to the task table with a qualifier that limits records to those on the custom table?  Or is it pointing to the custom table?   If it is pointing to the custom table, when you click on the info icon to the right of the field and the reference list appears, you should be able to right click and select Configure --> list layout

[Dylan Mann1]

It's pointing to the custom table. When I go into configure --> list layout it shows the global Reference List view. It gives me the option to create a new view (cloning that reference view) which I did since I don't want to edit OOB items and the view still defaults to the Tasks Reference List view. I've been searching for a way to override this with no results. 

[Sabrina10]

What version are you on and are you using list v3?

[Dylan Mann1]

Jakarta Patch 7, I'm expecting the Patch 8 upgrade any day now and I am using list v3.