Configuring New Record Menu in UI Builder / Newer Experiences - Support and Troubleshooting

Configuring New Record Menu in UI Builder / Newer Experiences Summary Legacy workspaces have a related list 'New Record Menu' in the Workspace (sys_aw_master_config) record from where the + (plus) button in a workspace can be configured to whether create a new interaction or new incident or any new record using a Menu Item (sys_aw_new_menu_item) record. For newer experiences, there is no direct related list as such but this can be achieved by modifying the 'chrome_tab' UX page property of the specific experience.

Release All

Instructions - Go to the UX Page Registry record of the required experience from the UX Page Registries table (sys_ux_page_registry.list)

- In the UX Page Properties section below, find the 'chrome_tab' property and open the record (sys_ux_page_property.do?sys_id=)

- The OOB setup will have the following code:

{ "contextual":[ "record" ], "newTabMenu":[ { "label":{ "translatable":true, "message":"New Interaction" }, "routeInfo":{ "route":"record", "fields":{ "table":"interaction", "sysId":"-1" }, "multiInstField":"sysId" }, "condition":{ "tableDescription":{ "table":"interaction", "canCreate":true } } }, { "label":{ "translatable":true, "message":"New Incident" }, "routeInfo":{ "route":"record", "fields":{ "table":"incident", "sysId":"-1" }, "multiInstField":"sysId" } } ], "maxMainTabLimit":10, "maxTotalSubTabLimit":30 }

- The above code basically passes array of buttons with labels in JSON format configured to create a new record in the 'Interaction' and 'Incident' tables

- You can add / modify / delete the elements through the array passed for "newTabMenu"

- General syntax to add button for new record creation in any table:

{ "label":{ "translatable":INSERT_true_OR_false_BOOLEAN_VALUE_WITHOUT_QUOTES, "message":"INSERT_LABEL_NAME_TO_BE_DISPLAYED_ON_PLUS_BUTTON" }, "routeInfo":{ "route":"record", "fields":{ "table":"INSERT_TARGET_TABLE_NAME", "sysId":"-1" }, "multiInstField":"sysId" } }

- Do not forget to add the comma either before or after the array as needed to follow valid JSON format practices

- sysId = -1 points to the new record being created on the table as Target_Table_Name

- Example to add one more button to create a new record in Case table (sn_customerservice_case):

{ "label":{ "translatable":true, "message":"New Case" }, "routeInfo":{ "route":"record", "fields":{ "table":"sn_customerservice_case", "sysId":"-1" }, "multiInstField":"sysId" } }