In this article, we will see how we can "Edit" the overview section on a change record.
By default, the section provides the below details and it differs based on the state of the record.
Lets consider the change record which is in "New" state,
➡️ Navigate to Change -> Overview -> Workspace Configuration and select the section which you would like to configure according.
➡️ Let's access the "Change Overview Container State : New" record from Overview Container section. This record holds the "Change Overview Cards" related list.
Note: Application scope differs. In case of any customizations, kindly make sure the scope is appropriate.
➡️ Before submission of the change record, the overview section displays only the "Summary" card because by default the value of "Display for new record" is set to "True" whereas for other cards its set to "False".
Note: In case of any issues with "Risk Evaluation" card, please repair the "Change - Risk Assessment" plugin.
➡️ In order to modify the contents within "Summary" section, navigate to "SOW-Change-Overview" view.
Now from the form layout and section, we can add/remove the fields from the form.
Kindly hit "Helpful" if it was helpful for your needs!!!!
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I did the same changes in SOW problem over view but changes are reflecting in classic view but not in SOW view.
I have attached the snippet .
@kekesit89 @Akshay_Gadewar Please find analysis and steps below to make it visible on the summary tile,
1. The "Summary" tile on the workspace doesn't show the "Model" field which is actually added to the "SOW Problem Overview" view but it displays on the Native UI.
2. In order to display the field on the workspace, Navigate to the Problem record -> Configure -> Form Layout, select the "Service Operations Workspace" view and add it under "Problem" section and now the "Summary" tile displays the "Model" field.
Do try it out and share the results or feedback.
Kindly hit "Helpful" if it was helpful for your needs!!!!
