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Z
zaheds9374
June 20, 2025
Solved

Adding Actions in Summary View.

  • June 20, 2025
  • 3 replies
  • 0 views

I have update and delete options in my related actions tab , but i want to remove the related actions tab and add the update and delete options in the summary view (Job Details) tab itself. Can anyone guide me how its done.

    Best answer by varuntejg243705

    Hi [mention:e6afcf0941054cb6b3855cfc2340cdab:e9ed411860ed4f2ba0265705b8793d05] ,

    You can add actions to the summary directly by adding related actions in Record Type -> views-> Edit View

    3 replies

    varuntejg243705
    varuntejg243705Answer
    June 20, 2025

    Hi [mention:e6afcf0941054cb6b3855cfc2340cdab:e9ed411860ed4f2ba0265705b8793d05] ,

    You can add actions to the summary directly by adding related actions in Record Type -> views-> Edit View

      varuntejg243705
      varuntejg243705
      June 20, 2025

      The output will be :

        Z
        zaheds9374Author
        June 20, 2025

        Yes thankyou very much for your guidance.

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