Specify fields for the Cxs_popup view

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Edit the Cxs_popup view to specify the fields to be shown for addition resources in the preview window of a task record. The preview helps you with the summary of the record.

    Before you begin

    Role required: admin

    About this task

    If a Cxs_popup view isn't defined for the additional resource table, the sys_popup view is used. If the sys_popup view is also not defined, the default view is considered.

    Procedure

    1. Navigate to Incident > All.
    2. Open the incident record whose view you want to change to Cxs_popup.
    3. Select the additional actions icon (Additional actions icon) and in the View option, select Cxs_popup.
      Incident form in Cxs_popup view.
      The view of the incident record changes to Cxs_popup view.
    4. Select the additional actions icon (Additional actions icon), and in the Configure option, select Form Layout.
    5. From the Available list of fields, select the fields that you want to be available in the Cxs_popup view and move them under Selected.
    6. Select Save.