Customizing the Preview View for "Document ID" Field on Approval Table without sys_popup

[RyoyaFukuda]

Hello all.

I have a question regarding the preview screen for the "Document ID" field on the Approval table (sysapproval_approver).

Is it possible to specify a particular view for the preview screen that appears when hovering over or clicking the reference icon for the "Document ID" field?

We would like to display a specific view of the referenced record (e.g., a custom view) instead of the default.

Ideally, I would like to achieve this without creating a new view specifically named sys_popup or similar.

Is there a way to configure this directly, perhaps through a system property, or another method?

Any insights or suggestions would be greatly appreciated!

Thank you.

[RyoyaFukuda]

I also have an additional question regarding this:

If a sys_popup view is created on a parent table, and a record from a child table of that parent is the "Document ID" (approval target), will the system use the parent's sys_popup view when displaying the preview for the child table's record? Or would it specifically require a sys_popup view to be present on the child table itself?

[Ankur Bawiskar]

@RyoyaFukuda 

My thoughts

-> You cannot directly configure a different named view (other than sys_popup or sys_popup,<current_view>) for the reference/icon preview via a system property or dictionary attribute

-> if a child table has no sys_popup (or sys_popup,<view>) view, it will fall back to the parent table’s sys_popup

💡 If my response helped, please mark it as correct ✅ and close the thread 🔒— this helps future readers find the solution faster! 🙏

[Tanushree Maiti]

Hi @RyoyaFukuda 

Refer:

https://www.servicenow.com/community/developer-forum/how-to-configure-preview-layout-in-custom-list-...

https://www.servicenow.com/community/itsm-forum/fields-on-the-popup-for-the-preview-this-record-butt...

[RyoyaFukuda]

@Ankur Bawiskar  @Tanushree Maiti 
Thank you.

Regarding your first point:
"You cannot directly configure a different named view (other than sys_popup or sys_popup,<current_view>) for the reference/icon preview via a system property or dictionary attribute"

My understanding of "sys_popup,<current_view>" was that it applies based on the view the user is currently on, rather than specifying the view of the referenced record itself.

For example, if there's a view named "test" on the Approval table (the current table), creating a "sys_popup,test" view would display items arranged as defined in "sys_popup,test" only when the user is currently viewing the Approval table in the "test" view and then clicks the reference icon.

My primary goal, however, is to specify the view of the referenced record.
Let's say the referenced record (the approval target) has a custom view named "test2". When I click the "i" (information) icon from the Approval table for that referenced record, I want the preview to display the fields as defined in the "test2" view of that referenced record.

Is this not possible at all? Or is there any other advanced method to achieve this specific requirement?