How to create custom Record Attachment sidebar option like SOW Attachment in the sidebar?
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2 hours ago - last edited 2 hours ago
I am very new to UI Builder and have been tasked with creating a sidebar option that will allow the fulfiller to see all attachments relating to a catalog request ticket.
In the core UI, we created a custom related list that allowed staff to view all attachments in one place for RITM/SCTASKS without having to navigate up/down the tree to see all attachments that may have been added to the ticket. For example, the user may have added one on RITM, SCTASK A may have an attachment, STASK C may also have an attachment. Instead of constantly navigating to find any attachments, we have a related list that shows all three in one location.
Here is an example of what we did:
In Service Operations Workspace, I can see the Attachments option in the sidebar, but it only displays attachments belonging to the ticket that is being viewed. I want to mimic this functionality, but display all attachments vs. just what is attached to the currently viewed ticket.
I really don't know where to start. I'm open to anyone providing instructions, sharing videos, documentation, anything that will help me get started.
TIA!
