Dynamic data binding in UI Builder Contact Card (Service Operations Workspace Context Sidebar

[MOHAMEDIMRM]

Hi everyone,

I'm working in Service Operations Workspace and have created a custom page in the Context Sidebar Page Collection.

My requirement is to display the Company details of the currently opened Incident in a Contact Card component.

Requirement

When an Incident is opened in the workspace:

• The Contact Card should display the Company associated with that Incident.

• If the user navigates to another Incident, the Contact Card should automatically display the associated Company's details.

What I've tried

• Created a custom page in the Context Sidebar page collection.

• Added a Contact Card component.

• Tried using Lookup Single Record.

• Tried using a Transform Data Source.

• I can retrieve the data only when I provide a static Incident sys_id, but I cannot figure out how to bind the currently opened Incident dynamically.

My questions

1. How can I access the currently opened Incident record (or its sys_id) from a custom Context Sidebar page in Service Operations Workspace?

2. Which data source should I use?

   • Lookup Single Record?

   • Record Data Broker?

   • Transform Data Source?

   • Another approach?

3. What should I bind in the Record field of the data source so that it always receives the current Incident sys_id?

4. Once I have the Incident record, what is the recommended way to retrieve the referenced Company record and bind it to the Contact Card?

5. Are there any examples or documentation showing how custom Context Sidebar pages receive the current workspace record context?

I've searched through the documentation but couldn't find an example of dynamically accessing the current Incident from a custom Context Sidebar page.

Any guidance or screenshots of the data source and data binding configuration would be greatly appreciated.

Thanks!

[Vikram Reddy · Accepted solution]

Hey @MOHAMEDIMRM,

Drop the hardcoded INC0009005 from that Sys ID field, that's the whole problem. Every Context Sidebar page in SOW already carries a live Form Controller data resource for whatever record is open behind it, you're just not wired into it yet. Your Transform resource (the one outputting company fields) is actually fine, it just needs a live input instead of a fixed incident number.

• On the Lookup Single Record or Transform resource, open Formulas and set Sys ID to @Data.controller.sysId instead of typing an incident number
• Set Table the same way with @Data.controller.table if you want the page reusable outside Incident
• If that formula shows blank in the design canvas, that's a known UI Builder quirk, not a broken binding: add a page property bound to @Data.controller.sysId, mirror it into a client state, then refresh the data resource on the Page Viewport load complete event
• Skip a second Lookup on core_company, your transform script is already resolving Company, just re-point its Sys ID input

Thank you,
Vikram Karety
Octigo Solutions INC

[MOHAMEDIMRM]

Thanks @Vikram Reddy , for your valuable response. It works exactly as you suggest!.