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How to add a custom tab with a different form view to a record page in Project Workspace? (UI Builde

Hmbergph1998
Tera Contributor

Hi community,

I'm working on the Project Workspace and need to add a new tab ("PA") to the project record page that displays the same pm_project record but using a different form view than the Details tab.

What I need:

  • A new tab on the record page
  • Showing the same project record (dynamic sysId)
  • Using a custom form view (with different sections/fields than Default view)
  • Editable form (not read-only) or read only is also fine

What I've tried:

  1. Page collection — inherited Form Controller delivers null sysId at runtime (known issue per KB2417198)
  2. Duplicate the Form Default on the record page — works, but both forms share one Form Controller so I can't set a different view per tab
  3. "Add a new form" to get Form Controller 2 — creates a second controller but that create a large white gap at the top of the page

My question: What is the recommended/supported way to display the same record in two different form views on separate tabs in a Configurable Workspace record page?

 

Thanks!

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