Display and Modify Record information

Narmadha PR
Tera Contributor

a week ago

Hi,
I have a requirement in CSM where I need to customise CSM/FSM Configurable workspace. In the contextual sidebar of a custom case record, Record information icon is not visible.

I want to make sure it is displayed and after which, I need to display a custom card inside.

I have a reference field called "Restaurant" in my custom case record, which in turn has reference field called "Owner" which references the User table. 

So basically - Custom case record has Restaurant field -> Restaurant has Owner -> Owner has name and phone number

I want to display the owner information in the Record information.

 

1. How do I display the tab "Record Information"?
2. How do I display a custom Card that has the Owner details in the Record information?

0 Helpfuls
  • 278 Views
3 REPLIES 3

Rakesh_M
Kilo Sage

a week ago

1.Navigate to sys_aw_form_header.list and create a new record.
2.Select 
table = your_custom_table
primary filed = short description (displayed on record header)

save the record
3.In the related list secondary values add the fields you want to display on the card.

Rakesh_M_1-1780495873659.png
4.In the related list  UX Header Configuration ,click on edit and add CSM/FSM Configurable Workspace Header Config

Rakesh_M_2-1780495946505.png

 

 

 

0 Helpfuls

Narmadha PR
Tera Contributor
In response to Rakesh_M

a week ago

Hi @Rakesh_M , Thank you for your reply. This approach does not display the Record information. Rather, it just displays the values at the header level on top of the page.

0 Helpfuls