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Business Continuity workspace

madhavraju
Tera Contributor

3 weeks ago

madhavraju_0-1757659756692.png

Hello Everyone

I need to add two fields here exercise method and sub method in the activity section

The requirement was in the Business continuity workspace under exercise we have detail tab. In that we have activity section . so , we need to the fields here.
Please suggest here where do i need to config.
Thanks In Advance

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M Iftikhar
Giga Sage

3 weeks ago

Hi @madhavraju,

You can add those fields in the Activity section of the Exercise record by following these steps:

 

1. Add New Fields to the Table 

  • Navigate to System Definition >Tables. 
  • Open the Event [sn_recovery_event] 
  • Create new dictionary fields: 

Exercise Method (Choice/String field, depending on your needs). 

Sub Method (Choice/String). 

 

2. Update the Form  

  • Open an Event record. 
  • Right-click header > View > Workspace 

MIftikhar_0-1757952223189.png

 

  • In the Results section> Click on the Filter icon on the Activity record as shown below and select the Configure available fields: 
    MIftikhar_1-1757952223191.png

MIftikhar_2-1757952223192.png

  • Add your new fields (Exercise Method, Sub Method) into the  Activity filter. 

MIftikhar_3-1757952223193.png

3 .Test 

  • Open an Exercise record > go to Detail tab >Activity in BCM (Business Continuity Workspace) 
  • Verify the new fields appear in the filter and can be saved. 

MIftikhar_4-1757952223196.png

 

Thanks & Regards,  
Muhammad Iftikhar  
If my response helped, please mark it as the accepted solution so others can benefit as well. 

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