Related Lists on Service Portal Form Widget

[F_bio Gon_alves]

Hi SNC,

I am wondering why some Related Lists do not appear when we access the form through Service Portal's Form Widget. Additionally, why do sometimes the name of the Related List appear different from the original one on the back-end form?
For instance: accessing the Project form (pm_project table) on the back-end, we have a Related List called "Sub Projects", but accessing the same form through the Service Portal's Form Widget, that same Related List is presented as "Project". Another example is the Related List called "Project Budget" on the beck-end and "Project Fundings" on the Form Widget.

Any ideas on why this happens?

Thanks in advance,

Fábio Gonçalves

[F_bio Gon_alves]

Hi Bryan Tay ,

I tried to follow your suggestion no.3 - "Create additional pm_project relationship". In fact, for the case of Resource Plan Related List, the original related list used on the form (back-end) is the "Resource Plans" related list. Since this related list do not have a relationship/"filter condition" of the type "Task/Parent/Demand = xxxxxx" it do not appear on Service Portal's OOTB Form Widget.

After done some research, I found that there are 3 other OOTB related lists on pm_project table that refer to Resource Plans table. One of them, called "Resource Plan -> Task" actually has a "filter condition" of the type "Task/Parent/Demand = xxxxxx" and therefore already appears on Service Portal's OOTB Form Widget (if you have the Task field to the form). 😉

It is now working as it is supposed for me 😉

Thanks for your suggestions.

Best Regards,

Fábio Gonçalves

[F_bio Gon_alves · Accepted solution]

And the same for the Cost Plans and Cost Plan Breakdowns related lists.

So, if you want to show Resource Plans, Cost Plans and Cost Plan Breakdowns related lists on Service Portal's Form Widget simply replace the OOTB related lists present on the pm_project table with the following: Resource Plan -> Task, Cost Plan -> Task, Cost Plan Breakdown -> Task.

It will work as the OOTB related lists with the improvement of appear both on back-end form and Service Portal's Form Widget 😉

Thanks again for the help on this issue Bryan Tay.

Best Regards,

Fábio Gonçalves