Need to show all the fields when we click on new button also in incident workspace (SOW)

mania
Tera Contributor

Hi,

 

When we click on save button it is showing all field in workspace(SOW) but i need to show all the fields when we click on new button also in incident workspace (SOW).

Before saving:

mania_0-1721825031613.png

After saving:

mania_1-1721825224745.png

 

Thanks!

2 REPLIES 2

Siddhesh Gawade
Mega Sage
Mega Sage

Hello @mania ,

You just need to configure the the form layout for the same. Click of you profile logo > Configure Page > Form layout. and then you can add all field you wanted to add on form.

SiddheshGawade_0-1721825936113.png



Kindly mark the answer ✔️Correct or Helpful ✔️If it addresses your concern.


Regards,

Siddhesh

Prins Kumar Gup
Giga Guru

Hello @mania ,

Good Morning!

I hope you are doing well. For all fields when the form is new, you need to add the field to the SOW New Record view.
Configuration Steps:

1. Open the record, go the configure and select the form layout and select the SOW New Record View.

PrinsKumarGup_1-1721826288292.png

2. Once you select you need to add the fields on the right side from the left slash bucket then save the form. Open the record in SOW you will get the all fields that you have added.

 

PrinsKumarGup_0-1721826195827.png

 

If my answer has helped with your question, please mark my answer as an accepted solution and give a thumbs up.

 

Best regards

PKG