Add a service contract related list

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Add a service contract related list to the Accounts, Consumers, and Households pages.

    Before you begin

    Role required: manager

    About this task

    To see the contracts associated with Accounts, Consumers, and Households, respectively, on the same page, you must add the related list manually on the form.

    Note:
    You can only add the related list on the platform interface in the Workspace view. The same setting is implemented on the CSM Configurable Workspace.

    Procedure

    1. Add related lists to sold products and install base items.
      Add toProcedure
      Accounts
      1. Navigate to All > Customer Service > Customer > Accounts.
      2. Select the account.
      Consumers
      1. Navigate to All > Customer Service > Customer > Consumers.
      2. Select the consumer.
      Households
      1. Navigate to All > Customer Service > Products > Households.
      2. Select the household.
    2. From the Additional actions menu, select Configure > Related Lists.
    3. Select Workspace in the View name field.
    4. Select the Service Contracts from the Available menu and move to the Selected menu using the Add option (forward arrow):
    5. Select Save.
      The related lists are added on the Sold Product or Install Base Item form.