Question

Modify information of a related entity in primary entiry

Is it possible to add some more fields in the card view of the related entity.

For example, In the Opportunities section, we have information about Accounts in the card view in LeftModulesContainer, can we display some more fields about the Accounts in the Opportunity module

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4 comments

There is a way to add new fields to the edit page via JS development. Please feel free to use the article by the link below which describes the entire process of implementation: https://academy.bpmonline.com/documents/technic-sdk/7-13/adding-new-field-edit-page

Alina Kazmirchuk,

So we can display some more fields in the Account (child module) container of Opportunity module (Primary module) already existing within the related module (Accounts) through this.As I wanted to be able to select the already existing fields of a child module, in my case for Accounts inside Opportunity.

Alina Kazmirchuk,

I just saw in a documentation saying that connected record data is non-customizable. Just wanted to know if this is customizable through JS development and the above link refers to that



 

Vishakha,

It's possible to implement via JS development. The mentioned article will be helpful. Please note that in order to customize the Account profile the replacing client module for the ClientAccountProfileSchema should be created.

 

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