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    Reference field icon

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    Reference field icon

    On forms, the reference icon (UI16/UI15 reference icon) appears by populated reference fields. Clicking the icon opens a read-only preview of the referenced record.

    Figure 1. Referenced record preview on a form
    Pointing to the reference icon, which looks like the letter I in a circle, opens a preview of the record over the form

    The preview remains open until you click somewhere else on the form.

    Click Open Record to navigate to the referenced record.

    Note: When using a reference icon in Service Portal, a form opens using the default view of the form rather than a popup view. Write permissions to this form are the same as opening the form in the default view in the standard UI.

    Configure the reference icon view of fields

    Use a table's sys_popup form view to configure the fields in the pop-up form that appear when pointing to a reference icon. If the table has no sys_popup view, the pop-up uses the default view.

    Before you begin

    Role required: personalize_form

    Procedure

    1. To configure a reference field popup form for a table using the default sys_popup view, navigate to the following URL format, substituting the instance name and table name:
      <your instance name>.service-now.com/<table name>.do?sysparm_view=sys_popup
      Note: This URL format only shows a table and default sys_popup view. It does not work for records that use a different view.
      An example of an instance for Acme, the sys_user table, and the sys_popup default view:
      acme.service-now.com/sys_user.do?sysparm_view=sys_popup
    2. (Optional) To configure a reference field popup form for a table using a non-default sys_popup view, navigate to the following URL format, substituting the instance name, table name, and name of view:
      <your instance name>.service-now.com/<table name>.do?sysparm_view=sys_popup,<name_of_view>
      An example of an instance for Acme, the sys_user table, and the sys_popup ESS view:
      acme.service-now.com/sys_user.do?sysparm_view=sys_popup,ess
    3. Configure the form to add or remove fields as appropriate.

    Configure pop-ups on read-only fields

    Reference pop-ups and click-throughs are hidden by default when a client script, UI policy, variable, or ACL makes the field read-only. The ability to see or click through to the target record does not depend on whether the reference field is writable. You can change the read-only setting.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to System Properties > UI Properties.
    2. Change the value of the Enable click-through of a reference field when the reference field is read-only. (glide.ui.reference.readonly.clickthrough) property.
      If set to true, the pop-up appears for read-only fields and for variables.

    What to do next

    If this system value is set to false, you can override the setting for a specific read-only reference field. Configure the dictionary entry and add the readonly_clickthrough=true attribute.
    Figure 2. Dictionary entry showing the clickthrough attribute
    Read-only clickthrough attribute in dictionary entry

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      Reference field icon

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Reference field icon

      On forms, the reference icon (UI16/UI15 reference icon) appears by populated reference fields. Clicking the icon opens a read-only preview of the referenced record.

      Figure 1. Referenced record preview on a form
      Pointing to the reference icon, which looks like the letter I in a circle, opens a preview of the record over the form

      The preview remains open until you click somewhere else on the form.

      Click Open Record to navigate to the referenced record.

      Note: When using a reference icon in Service Portal, a form opens using the default view of the form rather than a popup view. Write permissions to this form are the same as opening the form in the default view in the standard UI.

      Configure the reference icon view of fields

      Use a table's sys_popup form view to configure the fields in the pop-up form that appear when pointing to a reference icon. If the table has no sys_popup view, the pop-up uses the default view.

      Before you begin

      Role required: personalize_form

      Procedure

      1. To configure a reference field popup form for a table using the default sys_popup view, navigate to the following URL format, substituting the instance name and table name:
        <your instance name>.service-now.com/<table name>.do?sysparm_view=sys_popup
        Note: This URL format only shows a table and default sys_popup view. It does not work for records that use a different view.
        An example of an instance for Acme, the sys_user table, and the sys_popup default view:
        acme.service-now.com/sys_user.do?sysparm_view=sys_popup
      2. (Optional) To configure a reference field popup form for a table using a non-default sys_popup view, navigate to the following URL format, substituting the instance name, table name, and name of view:
        <your instance name>.service-now.com/<table name>.do?sysparm_view=sys_popup,<name_of_view>
        An example of an instance for Acme, the sys_user table, and the sys_popup ESS view:
        acme.service-now.com/sys_user.do?sysparm_view=sys_popup,ess
      3. Configure the form to add or remove fields as appropriate.

      Configure pop-ups on read-only fields

      Reference pop-ups and click-throughs are hidden by default when a client script, UI policy, variable, or ACL makes the field read-only. The ability to see or click through to the target record does not depend on whether the reference field is writable. You can change the read-only setting.

      Before you begin

      Role required: admin

      Procedure

      1. Navigate to System Properties > UI Properties.
      2. Change the value of the Enable click-through of a reference field when the reference field is read-only. (glide.ui.reference.readonly.clickthrough) property.
        If set to true, the pop-up appears for read-only fields and for variables.

      What to do next

      If this system value is set to false, you can override the setting for a specific read-only reference field. Configure the dictionary entry and add the readonly_clickthrough=true attribute.
      Figure 2. Dictionary entry showing the clickthrough attribute
      Read-only clickthrough attribute in dictionary entry

      Tags:

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