Munender Singh
Mega Sage

 

There have been instances where we have been asked to control the display of fields on popup of reference type fields.Like in below snapshot if we wnt to display the related list or the additional fields which are not visible on the reference field popup yet.

find_real_file.png

 

I have tried to explain it in few steps as follows:

1. Sys_popup is a view available in most of the instances and if not then,you have to create it manually.

2. Sys_popup is being used to decide the form display of the pop-up of reference fields.

For ex.If the reference field 'assignment_group' is present on the 'Incident' form and on clicking at the pop-up,the form fields are being displayed which are by default.

But suppose if you want to display some related lists(which are not being displayed on default view of assignment group) So,you have to follow following steps:

2.1. Navigate to System UI-->Views

2.2. Search for 'Sys_popup' under title column

2.3. If found 'Yes' then,click on it and under 'Form sections' tab ;add 'sys_user_group'

      If found 'No' then click on create 'New' and name it as 'Sys_popup' and place the 'sys_user_group' under 'Form sections'

2.4. Now,navigate to the 'Group' list and click on any of the group from the list

2.5. Right click on the form banner and click on the 'foem layout'

2.6. Go to the 'Form view and section' and select the 'Sys_popup' in the 'view name' drop-down.

2.7. Now ,customize the slush bucket as you desire ,put the related lists here if wish to see

2.8. Now go the incident forma and click on the 'pop-up' tab against 'assignment group'.You will be able to see the desired result.

 

Thanks,

Munender Singh

 

**Please Hit Correct, Helpful or like,if you are satisfied with this proposed solution.

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G24
Kilo Sage
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Last update:
‎05-25-2020 11:09 AM
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