Is it possible to customize the Parent record detail form in the My Approvals tab and show some fields in the Offering, User Options, and request module related to the parent record?
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Is it possible to customize the Parent record detail form in the My Approvals tab and show some fields in the Offering, User Options, and request module related to the parent record?
Hello,
In general, the parent form appearing in the portal is the preview form defined in Studio for the parent entity. You can modify the preview to add the relevant fields. In the case of a request, the fields come from the Request preview form, not the offering form.
Best regards,
Brindusa
Hello brindusa,
As far as I understand, in the "my approvals" tab, the parent record details forms come from the parent record itself.
So if I work on studio -> Request -> forms -> for example "serviceRequest" form or "full" form, will it have an effect?
you need to select "Preview Request form" in the Request case as advised by Brindusa. Same for Changes.