Hello,
I am attempting to adjust the fields that are displayed to an agent when viewing an HR Case record and the "i" reference button is clicked for either the Opened For or Subject Person fields, which are both reference fields to the HR Profile table. The "i" button opens a preview popup that contains a collection of HR Profile fields and dot-walked User Profile fields.
I referenced this product documentation to get the steps to make this update:
As you can see, I successfully opened the "sys_popup" view by navigating to:
[my instance].com/sn_hr_core_profile.do?sysparm_view=sys_popup
I then used Configure > Form Layout to add and remove my desired fields.
However, when I navigate to any HR Case record and click the "i" button for the HR Profile reference fields, I still see the generic OOB popup that doesn't reflect my changes:
For additional troubleshooting I opened the View for sys_popup and confirmed that there was a Form Section for "sn_hr_profile"
And then confirmed that the Form Section reflected my changes:
I'm not trying to make the sys_popup unique/specific for any particular HR Case view, I want it to be consistent for all HR Case form views.
What am I missing? Thanks!
