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NSC | How to Customize the Resource Form

edited Jun 2, 2025 2:28PM in CRM


Scenario

The user would like to create custom fields and a custom form to be used in Resources.

The ability to customize the Resource Form is filed under Enhancement #190344.


Solution

As an alternate solution, create a custom record type that resembles the Resource record's purpose, as well as a custom record for the items that will be associated with the Resource custom record type.

  1. Create a custom record type for Resource through Customization > Lists, Records, & Fields > Record Types
  2. Create another custom record type that will represent the items associated to Resources custom record type and will be its child record

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