Add a New Required Field to the Change Request Form

DeIvory Gordon
Tera Guru

Hello,  I was asked to Add a New Required Field to the Change Request Form. I went to my development instance then System UI-Forms-Change Request-I chose the "Default View" because it was the only view that had a "New" button to enable me to add a new "Section Element" (Please see my attachment).  After adding the section element titled "communication plan" I saved it.  Where do I go to see a preview of it?  I am pretty new to development, please respond with easy to understand verbiage.  Thank you!!

2 ACCEPTED SOLUTIONS

Steven Parker
Giga Sage

If you click the hamburger icon on any Change ticket, then Configure, then Form Layout...you can modify the views and sections of the form.

StevenParker_0-1685737094998.png

 

I can change the View Name in the highlighted dropdown and then add a new Section to the form or change the View Name to a totally different view and add additional sections to that view as well.  You can add or remove variables to the "Selected" section for each view as well as it will be different for each view.

StevenParker_1-1685737145900.png

You can also create a brand new view if you want by clicking New.. at the bottom of the View Name dropdown.

StevenParker_2-1685737242923.png

 

Essentially everything view and section related can be done in the Form Layout screen.  This goes for pretty much any table as well.

 

 


Please mark this response as correct and/or helpful if it assisted you with your question.
Steven

View solution in original post

Karan Chhabra6
Mega Sage
Mega Sage

Hi @DeIvory Gordon ,

 

You need to add some fields to to the Section "Communication Plan" in order to see it on the form.
Open any change request form and right click on the header, navigate to configure > form layout

KaranChhabra6_0-1685737030603.png

Select the section that you created and add some fields to it and save it, ex

KaranChhabra6_1-1685737087022.png

 

Alternatively, you can also navigate to sys_ui_section.LIST from the left navigator and then give the the section name in caption field, open the record, example

KaranChhabra6_2-1685737242807.png

 

If my answer has helped with your question, please mark it as correct and helpful

 

Thanks!

View solution in original post

3 REPLIES 3

Steven Parker
Giga Sage

If you click the hamburger icon on any Change ticket, then Configure, then Form Layout...you can modify the views and sections of the form.

StevenParker_0-1685737094998.png

 

I can change the View Name in the highlighted dropdown and then add a new Section to the form or change the View Name to a totally different view and add additional sections to that view as well.  You can add or remove variables to the "Selected" section for each view as well as it will be different for each view.

StevenParker_1-1685737145900.png

You can also create a brand new view if you want by clicking New.. at the bottom of the View Name dropdown.

StevenParker_2-1685737242923.png

 

Essentially everything view and section related can be done in the Form Layout screen.  This goes for pretty much any table as well.

 

 


Please mark this response as correct and/or helpful if it assisted you with your question.
Steven

Karan Chhabra6
Mega Sage
Mega Sage

Hi @DeIvory Gordon ,

 

You need to add some fields to to the Section "Communication Plan" in order to see it on the form.
Open any change request form and right click on the header, navigate to configure > form layout

KaranChhabra6_0-1685737030603.png

Select the section that you created and add some fields to it and save it, ex

KaranChhabra6_1-1685737087022.png

 

Alternatively, you can also navigate to sys_ui_section.LIST from the left navigator and then give the the section name in caption field, open the record, example

KaranChhabra6_2-1685737242807.png

 

If my answer has helped with your question, please mark it as correct and helpful

 

Thanks!

Karan, I had been struggling with this for a few days. I saw your reply and was able to make my custom field visible in the specific view I needed. THANK YOU!