How to display Newly Created Field on the [core_company] Table on the Incident and / or Change Forms

[Damian Mudge]

Hi,

I have been asked to create a new Choices field on the Account from and know how to do this. However, I have also been asked if this can be shown on the Incident form and potentially Change form as a read only field and this is where I don't have the necessary experience to complete.

How do display / link the newly created field (created on the "Account" Form on the {Core_Company]) table in other Forms such as the Incident Form and Change Form?

I have tried to do this in a Dev instance and easily created the new field but failed to get the field to be displayed on the Incident form. Any advice would be greatly appreciated.

Kind regards,

Damian

[Dr Atul G- LNG · Accepted solution]

Hi @Damian Mudge 

You can go to Incident form , context menu --> Configure --> Form Layout -- and then you will get option to add new fields.

You need to do the dot walk.

[Damian Mudge]

Atul, many thanks for your you advice and guidance. My novice issue was I was looking at the "Configure form" option in the "Incident Form" as opposed to "Configure layout" so did not see the dot walking. All resolved now. Much appreciated.