• Inok Systems

How to add / remove columns displayed in CMDB dialog search form and your own custom form

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Sometimes you have requirement to add or remove columns being displayed in a dialog search form, for example when you want to search a CI from Incident form, the following dialog search form is displayed:


Let say now you want to remove Site column and add in Status column, here’s the trick:

1.      Go to Setup > Create > Objects

2.      Open Base Element object

3.      Select Field Sets then open Column Headers field set

4.      From here you can add / remove columns you want


5.      Click Save


Now when you search CI again, it will shows the updated columns as below


 

You can also do this for your custom objects, below are the steps:

1.      Go to Setup > Create > Objects

2.      Open your custom object

3.      Create new Field Sets with following info

a.      Field set label: Column Headers

b.      Field set name: Linkrecords

4.      Save your new field set

5.      Open your new field set, then from here you can add / remove columns you want

6.      Click Save

 

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