Hello,
we have a custom table say "Customized Company setting". This has some company information and a field u_company referencing OOB table core_company
we are using CSM and we configured workspace for our CSM and within the case form on workspace, we have created a tab (say "company info"), this tab directly opens the form of the "Customized Company setting" record where the company matches with account field on case record. (account is a reference to customer_account that extends core_company). Lets say there is a "Customized Company Setting" record that has u_company as xyz (only one record for one company) and if the case has account as xyz, then in workspace "Company info" tab, when we click on this tab, it should open the form view of the customized company setting record.
For this, we used three data resources
1) look up record -> we get the case record info like account sys_id etc
we added Refresh event when data fetch succeeded
2) another look up record -> we are using the account sys_id from above lookup and fetching the corresponding "Custom company settings" record
Here also, event request refresh is added when data fetch succeeded
3) Form controller -> we are using sys_id of the "custom company settings" obtained in second step
Now the problem is, since its a direct form, when we click on the "Company info" tab of case record in our workspace, the top title where case number (example CS#123450) is supposed to be displayed, it is now being overwritten by the Custom company record number (example GCS#890780).
once the company info tab is clicked, even when we switch to other tabs, the GCS#XXXX number is being shown when this should actually be the case number CS#XXXXX. We only want to show case number and not the company setting record number. How to achieve this?
