Saving on Custom Record Page tab in Configurable Workspace
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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:
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 🙂
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
04-11-2024 10:57 PM
No unfortunately, we ended up adding the fields we wanted on this custom page just to the normal Details tab

- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
04-12-2024 11:06 AM
I spent some time on this today and as well I cannot see any way to do this. However what helped was to create a Save button on the same page as your custom tab and trigger a client script that executes the Save UI action that already exists. Having multiple save buttons is obviously not ideal but so far the only way I could configure it.