Specify fields for the Cxs_popup view
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
Navigate to Incident > All.
Open the incident record whose view you want to change to Cxs_popup.
Select the additional actions icon (
Image omitted: additional-actions.png
Additional actions icon\) and in the **View** option, select **Cxs\_popup**.
Additional actions icon\) and in the **View** option, select **Cxs\_popup**.
Image omitted: cxs-popup-view.png
Incident form in Cxs\_popup view.
Incident form in Cxs\_popup view.
The view of the incident record changes to Cxs\_popup view.
- Select the additional actions icon (
Image omitted: additional-actions.png
Additional actions icon\), and in the **Configure** option, select **Form Layout**.
Additional actions icon\), and in the **Configure** option, select **Form Layout**.
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.
Select Save.
Parent Topic:Managing contextual search