How do I configure a pop-up view on a reference field?

[Jenny Mayer]

I created a new table (Clients) extending it from the core_company table.  I want a reference field on another table pointing at the new table Clients.  The pop-up view on that reference field shows the default view and not the form view I created for Clients.  How do I configure this? 

I've tried this and it just changed the view on the Clients table, it did nothing in the pop-up. 

[Bryan Tay3]

hi Jenny, 

Perhaps you can check whether is your new custom table has a "Sys_popup" view by default?

I just tried on incident table (OOTB) by customizing the sys_popup view and it seems working.

hope this helps.

[Jenny Mayer]

Hi Bryan,

My table does not have a default sys_popup view, like you have shown above.  How do I create this view?

[Bryan Tay3 · Accepted solution]

hi Jenny, 

You can refer to the servicenow doc on how to create a new view and name it "sys_popup", then this new view will be used by your custom table reference field.

https://docs.servicenow.com/bundle/geneva-servicenow-platform/page/administer/navigation_and_ui/task/t_CreateAView.html

hope this helps.

[Jenny Mayer]

Hello Bryan,

That was exactly the piece of the puzzle I was missing! 

Thank you!