249 views

How to Configure the fields shown on record cards in Connect

Description


When a record is either linked to or created from a connect conversation the details of the record are displayed as a card (see screenshot). These can be edited by following the steps below.

Example of Record Card from Linked KB Article.

Procedure


To configure the fields shown on record cards in Connect, create a List view with the name Connect for that record's table. This view will apply only to the full connect page ($c.do) and the end user view of support conversations.

  1. Navigate to the record’s list view, for example, incident.list or kb_knowledge.list
  2. Right-click a column header and select Configure > List Layout.
  3. In the View name drop-down list, choose New to create a new view.
  4. Name the new view Connect.
  5. Edit the fields accordingly and then click Save.

Applicable Versions


ALL

Additional Information 


You cannot remove the Author or the Updated fields from the card regardless of whether they are on the view or not. 

The Card will always show the Short Description field in the top even if it is added to the list.

Article Information

Last Updated:2018-04-05 13:02:05
Published:2018-04-05