What fields can be shown in SOW summary page

jnt-cnt
Mega Sage

Hi Community,

I was checking on SOW summary page and found that not all fields added on Summary tab in classic UI are shown on Workspace. What fields could be shown on workspace and what are not shown?

 

From what I observed, string and reference fields are shown but in some instances I see Date Time fields as well, so I am confused as to which fields can be shown.

 

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4 REPLIES 4

Community Alums
Not applicable

Hi @jnt-cnt ,

you're not alone in noticing this inconsistency when comparing the Classic UI Summary tab and the Workspace Summary tab (like in Agent Workspace or Service Operations Workspace).

 

What Fields Show on the Summary Tab in Workspace?

The fields shown on the Workspace Summary tab are determined by:

  1. The Record View Configuration (from UI or sys_ui_section)

  2. The Workspace Form Header Layouts or Configurations

  3. The Field Types Supported in UI Builder Components

 

Field Type Shows in Workspace Summary? Notes

String YesBasic text fields appear normally
Reference YesShows as link to related record
Date/Time YesUsually shown with date picker
Boolean (True/False) YesShown as checkbox or toggle
Choice YesShown as dropdown
Integer/Decimal YesWorks fine
Journal (Comments, Work Notes)⚠️ No (by default)Needs customization
HTML fields⚠️ Partial / Custom requiredOften require custom components
Glide List⚠️ LimitedNot rendered well without UI component override

 

 

What Might Not Show Automatically?

  • Custom field types

  • Fields in non-default views or tabs not mapped in Workspace form configuration

  • UI Policy-controlled fields that are hidden on load

  • Fields with read ACLs that block visibility in Workspace

 

J Siva
Tera Sage

Hi @jnt-cnt 
All fields are displayed under the summary section. If the Opened field is not visible in the workspace, click the edit icon (highlighted below), make no changes, and simply save. From then on, the Opened field will be visible in all records. 
It's a glitch with an unknown root cause.

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Regards,
Siva

 

 

 

 

Christopher Rez
Tera Contributor

I have found a solution to this.
The fields that you want to show up in the Summary section of the Overview tab on Service Operations Workspace need to be added to two separate views.

The fields need to be added to the "Summary" section of the "SOW-Incident-Overview" view and the "Incident" section of the "Service Operations Workspace" view.

Christopher, 

 

This was exactly what I needed, thanks!