Field in workspace

joshmorris
Tera Guru

So I want to add a field to a contract called notice period and what I did is added it to the contract form in list view like in the photo below,

joshmorris_0-1734627591793.png

But when I go into the vendor management workspace and create a new contract the field isnt there. So is there a way on how to add a field to the workspace view when looking at contracts?

1 ACCEPTED SOLUTION

Anurag Tripathi
Mega Patron
Mega Patron

Open the record and right click -> Configure -> form Layout

Select the View as show below (for Service Operations Workspace its SOW, for Agent workspace its workspace, you will have to check what is the right view for your workspace)

then add the field on the form as usual and save.

AnuragTripathi_0-1734630066352.png

 

 

-Anurag

View solution in original post

4 REPLIES 4

Anurag Tripathi
Mega Patron
Mega Patron

Open the record and right click -> Configure -> form Layout

Select the View as show below (for Service Operations Workspace its SOW, for Agent workspace its workspace, you will have to check what is the right view for your workspace)

then add the field on the form as usual and save.

AnuragTripathi_0-1734630066352.png

 

 

-Anurag

Hi @joshmorris & @Anurag Tripathi 
I am trying this and added the fields to the sow view but still not able to see it on the SO Workspace
but when I'm switching the view in the native view then those fields are visible
Could you please guide me further?

@mayankkumar  Try to add the field in view SOW New Record as well, and when you create new record that field should be visible.

Thanks @rahuldutta70