Contextual search button
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ā04-19-2022 01:28 AM
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ā04-19-2022 01:49 AM
Hi
OOTB contextual search does exits for short description but if you want to check then do this :
Navigate to contextual search>>Table Configuration
In list view select
In this record select a related list
To add the "Contextual Search Results" element to the incident form, please follow the steps below:
1) Log into your instance and navigate to Incident > Create New.
2) Right click on the form header and choose Configure > Form Layout.
3) Choose the "Contextual Search Results" option from the Available list, and add it to the Selected list so that it appears just below the "Short description" field.
4) Click the Save button.
Mark my answer correct & Helpful, if Applicable.
Thanks,
Sandeep
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ā04-29-2022 01:53 AM
Hi Sandeep,
Please look on attached image, i need to get Yellow marked button on incident form next to short description.