Extend the Spotlight Region

The Spotlight region appears on the Service Request workspace. When a user drills down into a service request, a detail of the record appears in the Spotlight region. The Spotlight region persists no matter which tab the user clicks.

You can configure the following elements of the Spotlight region:

  • Add or hide a field

  • Rearrange the order in which fields appear in the UI

  • Enable users to drill down on a field (if it's a dynamic list field)

Note: Any configuration changes you make to the Spotlight Region in releases prior to 18.10 won't be carried forward after you upgrade to 18.10. You will need to reapply those configuration changes in Application Composer after the 18.10 upgrade has been completed.

To configure the Spotlight region, do the following:

  1. Sign in as an administrator.

  2. Click Navigator > Configuration > Sandboxes. You can either create a new sandbox, or use an existing one and set it to active.

  3. After you activate the sandbox, open Application Composer.

  4. In the Application Composer, select CRM Cloud from the Applications drop-down list.

  5. In the Standard Objects list, select Service Request, and then Pages.

  6. In the Details Page Layouts area, select the layout you want to configure.

  7. In the Details Layout area, in the Spotlight Region area, click the Edit icon.

  8. To add a field select a field name from the Available Fields area and move it to the Selected Fields area.

    For a field to be able to be used as a drill down column, it must be a dynamic list field. All fields from the Selected Fields list that are of this type, will appear in the additional list indicating that the field will appear as a drill down column.

  9. To hide a field, move the field from the Selected Fields area to the Available Fields area.

  10. To reorder fields, select a field in the Selected fields area, and use the up or down arrow to adjust its order in the list.

  11. When finished, click Save and Close.