Step 4. Create a view for a new Linked Record Tab for a Security Case

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

    • Customize the List layout for a Security Case table when it is displayed on the Link Records page with the Major Security Incident Management workspace.

    Before you begin

    Prerequisites:

    • Choose the column that should be visible when a list is rendered for a Security Case table.
    • Choose the order of the fields to be displayed in the drop-down list.

      List layout for a security case.

    Role required: admin

    Procedure

    1. Search for sn_msi_m2m_child.list using the left navigation.
      The Linked Records table is displayed.

      Linked records table.

    2. Right-click the header and select Configure > List Layout.
      The Configuring Linked Records List page is displayed.

      Configure options.

    3. Go to List View > View name.
    4. Select New from the View name drop-down list.

      List view name.

    5. Select the columns that will render on the workspace list view.
      The security case record is stored in the Number column. To render information from a security case, you must dot walk on the Number column.

      Security Case view name.

      1. To dot walk, first select the Number column from the Available list and then click Expand Selected Reference Field.

        Expand view.

      2. Expand the columns from Number to select and move them to the Selected list.

        Expanded view name.

      3. Click Save to save and create a view.
    6. The next step is to render the created view within the Major Security Incident Management workspace, you need to create a List Layout Configuration.
      1. Search for the List Layout Configuration using the left navigation.
      2. Click MSI Administration > List Layout configurations.
      3. Click New to create a new configuration.
      4. Select the source table from the Table column and select the newly created view from the List View field.
      5. The List View label enables you to control labels when the same source table is rendered in the Major Security Incident Management workspace.
      6. Save the record.
        Note:
        After the record is saved, navigate to Major Security Incident Management workspace to view the rendered list view and label within the workspace.

        List layout.