Service Portal - Utilize default form view with a custom "Instance with Table Data widget"

bryan_evans
Tera Guru

Hi all,

 

Hoping for some assistance! I created a custom "Instance with Table Data" page to display a list of Incident records. I then used that page as the List page option for the Simple List widget on my Service Portal home page. However, if you click View All on the simple list widget and then click a record from the "Instance with Table Data" page that is loaded, it utilizes a different form view than the default. I'd like to use a custom list page and then have the form view of a record clicked FROM that list page open using the default form view.

 

Here are some screenshots which will hopefully help demonstrate what is happening:

 

Simple List widget with no list page or view

bryan_evans_0-1699558246284.png

 

Click View All

bryan_evans_1-1699558246292.png

 

Open a record from the OOTB list page

bryan_evans_2-1699558246308.png

 

Get the default form view (WHAT I WANT)

bryan_evans_3-1699558246318.png

 

 

 

 

What's happening with my custom list page:

 

Simple List widget with the custom list page I created

bryan_evans_4-1699558246331.png

 

Click View All

 

bryan_evans_5-1699558246331.png

 

Open a record from the custom list page I created (notice no New button)

bryan_evans_6-1699558246311.png

 

Getting this form view (NOT WHAT I WANT)

 

bryan_evans_7-1699558246307.png

 

 

 

Any guidance is appreciated!!

 

Cheers,

Bryan

1 ACCEPTED SOLUTION

bryan_evans
Tera Guru

I figured it out! On the custom list page that I created, I needed to set the Behavior > Link to this page option to "ticket", see screenshot.

 

bryan_evans_0-1701370663284.png

 

View solution in original post

2 REPLIES 2

bryan_evans
Tera Guru

Bumping this post, hoping for some feedback!

bryan_evans
Tera Guru

I figured it out! On the custom list page that I created, I needed to set the Behavior > Link to this page option to "ticket", see screenshot.

 

bryan_evans_0-1701370663284.png