Question

How to display a custom interface in the Summary button

Forum|Forum|1 year ago
March 27, 2025
5 replies
0 views

Hi, I'm using a record action to open an interface in a new tab. When the new tab opens it shows a Sumary button upside the content, which is not possible to hide, but as an alternative I would like to know if I can show the same interface when pressing the button. Right now when pressed it shows a blank interface as in the image.

Thanks!

A

anandl0001

When you open it as record action you will have a process model to declare your interface or if your interface needs data with respect to individual record then try using related action. And please clarify if you are using record link ?

varuntejg243705

Hi [mention:402be90c4fbc4f34b5cd2023ab57d0a3:e9ed411860ed4f2ba0265705b8793d05] ,

can you clarify me:

1. did you configure start form in PM?

2. Are you using Record link in interface?

3. Did you configurre record View correctly (Summary)?

D

darielb9589Author

Hi [mention:3f9551bc38d94a79ae62f9d520dbad6d:e9ed411860ed4f2ba0265705b8793d05] ,

Im using recordActionField to open the interface which is in a process but not as start form:

stefanhelzle0001

What a record action is doing, is defined by the configuration in the Record, and the assigned Process Model.

Is the process model working as expected?

varuntejg243705

Inorder to setup a custom interface in summary view, do follow these steps: Link

1. Go to RecordType > Views > Configure View Manually.

Hope this helps you!!!

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