Saving on Custom Record Page tab in Configurable Workspace

_philip
Tera Contributor

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 🙂

6 REPLIES 6

_philip
Tera Contributor

No unfortunately, we ended up adding the fields we wanted on this custom page just to the normal Details tab

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.