Saving on Custom Record Page tab in Configurable Workspace

_philip
Tera Contributor

‎05-03-2023 10:40 AM - edited ‎05-03-2023 10:48 AM

Hi,

I've created a custom tab in CSM configurable workspace, that has some specific fields from the Case table, here related to closure information:

PhilipG_0-1683135104348.png

I configured UX Screens and UX routes to do this as I found in this approach: Create Custom Tab on Record pages using UiB - YouTube. It's a page from UI Builder that is being displayed, that has a single Form component.

 

But when filling out fields on this page and using the UI Action 'Save', then it does not save the values to the Case record. Any ideas what I could be missing here?

Help appreciated 🙂

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Bert_c1
Kilo Patron

‎05-03-2023 12:10 PM - edited ‎05-03-2023 12:10 PM

Post your UI Action definition and then Community members can help.

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_philip
Tera Contributor
In response to Bert_c1

‎05-03-2023 10:44 PM

The UI Action I am referring to is an OOTB action 'Save' that I have not modified:

_philip_0-1683178997033.png


Does this need modifying maybe to work with new record page tabs?

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Bert_c1
Kilo Patron
In response to _philip

‎05-04-2023 08:11 AM

Hi phillip,

 

I have no idea on your question. Community members familiar with 'record page tabs' and/or what is shown in the youtube video will have to comment.  As shown that UI Action will appear when an existing sn_customerservice_case record is opened.

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Daria6
Mega Sage

‎04-11-2024 11:45 AM

Did you ever figure this out?

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