Modifying the Party Detail page
The default Party Detail page in ServiceJourney is used to show a detailed view of the records found in the CRM.
Steps to configure
- On the top right, navigate to
- On the left, navigate to
- Navigate to Forms and Pages → Detail Pages
- Click on the hyperlink of the Party Detail page
- Make the appropriate changes
- Click Save
Available widgets
The Detail Page Builder comes with various widgets.
| Widget | Description |
|---|---|
Buttons section | |
| Action Button | Button to execute a call to a rule, open an APSX page, open an URL, execute custom JavaScript code, or close the window |
| Custom Widget | Button with custom code |
| Summary fields | |
| Generic | Use to show text from standard labels (Case ID, Priority, etc.), from the MDM model (ModifiedBy, Category, etc), a hyperlink, or a static label |
| Created | Date when the Party data was created and the user who did it. |
| Modified | Date when the Party data was modified and the user who did it. |
| Date of Birth | Shows the date of birth |
| Shows the email address | |
| First Name | Shows the first name |
| Link to User | Shows the internal user this party is linked to. |
| Default Team | Shows the default team of the party |
| Group Work Basket | Shows the group workbasket linked to this party. |
| External ID | Shows the external ID of the party |
| Last Name | Shows the Last Name |
| Middle Name | Shows the Middle Name |
| Name | Shows the Full Name |
| Phone | Shows the Phone |
| Notes | Shows the Notes |
| Address | Shows the full Address |
| Prefix | Shows the Prefix |
| Suffix | Shows the Suffix |
| Hyperlink | Shows the content of a URL |
| Donut Chart | Shows the amount remaining of a value set as a donut graph |
| Party Chart | Shows the time elapsed before/after the Goal or Deadline SLA date as a donut graph |
| Custom Widget | Widget with custom code |
| MDM Summary fields | |
| Various fields | These are fields configured in the Case Type's MDM builder |
| Tabs | |
| Generic | Generic widget to show Form Viewer, MDM Form Viewer, MDM Search Viewer, Party Case, or Tasks. |
| Party Info | Show the initial information entered when the party was originally created. |
| Cases | Show a list of the cases where this party participates. |
| Documents | Widget to show the list of all the documents associated with the party. Ability to upload, remove, and view the document. |
| Form Viewer | Widget to show a Single Form built with Form Builder |
| Notes | Widget to show a list of the notes posted on this record. Ability to add new notes. |
| Related Parties | Shows a list of the parties related to this party and its relationship. |
| Emails | Widget to show the list of all the emails interactions. Ability to reply, forward, attach to an existing case, or detach from the case. |
| MDM Form Viewer | Widget to show the Detail and/or the Modify MDM Form |
| MDM Search Viewer | Widget to show an MDM Search page |
| Party Case | Show the form to create a new case selecting the Case Type from the customized dropdown list |
| Custom Widget | Widget with custom code |