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How to create an icon next to a caller field which displays caller information in incident form

Muffin
Tera Contributor

Need to create an icon next to a caller field in the incident form and it should display the details of a caller

14 REPLIES 14

Ajay_Chavan
Kilo Sage

Configure the reference icon view of fields

Use a table's sys_popup form view to configure the fields in the pop-up form that appear when pointing to a reference icon. If the table has no sys_popup view, the pop-up uses the default view.

Before you begin

Role required: personalize_form

Procedure

  1. To configure a reference field popup form for a table using the default sys_popup view, navigate to the following URL format, substituting the instance name and table name:
    <your instance name>.service-now.com/<table name>.do?sysparm_view=sys_popup
    Note: This URL format only shows a table and default sys_popup view. It does not work for records that use a different view.
    An example of an instance for Acme, the sys_user table, and the sys_popup default view:
    acme.service-now.com/sys_user.do?sysparm_view=sys_popup
  2. (Optional) To configure a reference field popup form for a table using a non-default sys_popup view, navigate to the following URL format, substituting the instance name, table name, and name of view:
    <your instance name>.service-now.com/<table name>.do?sysparm_view=sys_popup,<name_of_view>
    An example of an instance for Acme, the sys_user table, and the sys_popup ESS view:
    acme.service-now.com/sys_user.do?sysparm_view=sys_popup,ess
  3. Configure the form to add or remove fields as appropriate.

Configure pop-ups on read-only fields

Reference pop-ups and click-throughs are hidden by default when a client script, UI policy, variable, or ACL makes the field read-only. The ability to see or click through to the target record does not depend on whether the reference field is writable. You can change the read-only setting.

Before you begin

Role required: admin

Procedure

  1. Navigate to System Properties > UI Properties.
  2. Change the value of the Enable click-through of a reference field when the reference field is read-only. (glide.ui.reference.readonly.clickthrough) property.
    If set to true, the pop-up appears for read-only fields and for variables.

What to do next

If this system value is set to false, you can override the setting for a specific read-only reference field. Configure the dictionary entry and add the readonly_clickthrough=true attribute.
Dictionary entry showing the clickthrough attribute Read-only clickthrough attribute in dictionary entry
Glad I could help! If this solved your issue, please mark it as ✅ Helpful and ✅ Accept as Solution so others can benefit too.*****Chavan A.P. | Technical Architect | Certified Professional*****

Harsh Vardhan
Giga Patron

that icon will visible automatically once you will select the user in caller field. 

 

can you confirm on "caller" field , its not visible ? let me know if you have any further questions on it . 

There is an icon already exist next to the caller field...I am practicing on my personal instance and am unable to  create an icon which displays the caller information

can you add the screenshot ?

Muffin
Tera Contributor

I want to replicate one like in the attachment