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Select what fields are visible on a record preview

Alex Saager1
Tera Contributor

I'm trying to figure out where to select what fields are visible on a preview pop up but am unsure where to do this.

 

In this case I want to add a custom field to the company popup on the incident form

 

 

AlexSaager1_1-1691489913883.png

 

Many thanks,

Alex

1 ACCEPTED SOLUTION

Peter Bodelier
Giga Sage

Hi @Alex Saager1,

You will need to change the sys_popup view to change the fields.

If it doesn't exist yet you can create it.

See Changing the view when Reference field icon is clicked (by creating sys_popup view) - Support and Tr... for your reference.


Help others to find a correct solution by marking the appropriate response as accepted solution and helpful.

View solution in original post

4 REPLIES 4

Peter Bodelier
Giga Sage

Hi @Alex Saager1,

You will need to change the sys_popup view to change the fields.

If it doesn't exist yet you can create it.

See Changing the view when Reference field icon is clicked (by creating sys_popup view) - Support and Tr... for your reference.


Help others to find a correct solution by marking the appropriate response as accepted solution and helpful.

Perfect, thank you @Peter Bodelier 

This takes me to a knowledge base I'm not authorized to access even after logging in, is there a public version of this information available?

AnveshKumar M
Tera Sage