How to customize fields displayed on the reference field pop up form using a sys_popup view.

[Roger Chew]

Have you ever wanted to customize the fields displayed to a user when clicking on a reference field icon ()? If so, then you can take advantage of the sys_popup form view feature.

sys_popup behaviors

The reference field popup form behaves differently depending on how you set up the sys_pop up form view.

none (default)	By default, if a sys_popup view is not defined, the reference field popup form will display the default view of the table.
sys_popup	If you have defined a sys_popup, the reference field popup form will display the fields configured in sys_popup.
sys_popup,[view name]	If you have defined a sys_popup,[view name] and viewing a form view called [view name], the reference field popup form will display the fields configured in sys_popup,[view name] (e.g. sys_popup,ess). If the sys_popup,[view name] does not exist and viewing a form view called [view name], then the default sys_popup view will be displayed. (NOTE: This particular behavior broke in Madrid and is fixed in Madrid Patch 5 according to the known error article.)

Configure a sys_popup view

To configure a reference field popup form for a table using the default sys_popup view, navigate to the below URL format, substituting the instance name and table name. Then configure the form to add or remove fields as appropriate.

<your instance name>.service-now.com/<table name>.do?sysparm_view=sys_popup

Configure a sys_popup view for a specific form view

To configure a reference field popup form for a table using a non-default sys_popup view, navigate to the below URL format, substituting the instance name, table name, and name of view. Then configure the form to add or remove fields as appropriate.

<your instance name>.service-now.com/<table name>.do?sysparm_view=sys_popup,[view name]

 

Additional Information

Configure the reference icon view of fields