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Extra section is created on demand form

I created a custom view on the Demand table and added an additional section named "Label". I am now trying to remove this section, but I’m unable to edit or delete it through Form Designer. Additionally, the section is not appearing in the sys_ui_sec...

surajkorade by Tera Contributor
  • 455 Views
  • 3 replies
  • 0 helpfuls

Resolved! Platform analytics schedule export as PDF being truncated

Dear Community We have an instance where a dashboard built within platform analytics and being shared to other users via pdf and email is being truncated.  We have created a data visualisation using a pivot table and when I include this visualisation...

Add custom fields to financial baseline page for demand.

Hi,I want to add custom fields on the financials baseline page. I have already added the custom fields on the Demand Baseline[dmn_demand_baseline] table along with the mapping on Baseline Configuration Field Maps [baseline_config_field_map] table. Th...

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HameetK by Tera Contributor
  • 250 Views
  • 1 replies
  • 0 helpfuls

Using AI Search, "View All Results" isn't showing a Case Record

I am configuring AI Search (Next Experience Search) and have added the Case table as a searchable source.When I search for a specific record number, the correct Case record appears in the dropdown results. However, when I click “View all results,” th...

kfitch by Tera Contributor
  • 518 Views
  • 2 replies
  • 0 helpfuls

Resolved! How to Hide Form Sections?

I'm wanting to hide the Preferences section from the Project Task form (pm_project). From what I'm seeing there's no clear/easy way to flip an Active field like a lot of things on forms.  Is there a simple solution to hiding form sections?

MBarrott by Mega Sage
  • 8978 Views
  • 16 replies
  • 12 helpfuls