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NSC | How to Customize the Resource Form

edited Aug 26, 2022 11:14PM 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
  2. Create another custom record type that will represent the items associated to Resources custom record type and will be its child record


You can browse, engage and get the step-by-step procedure in our related thread below.

Michelle Jabanes|Ask a Guru

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