Overview Field - workflow & configuration support
You can access Overview field in Custom Action forms and other configuration workflows.
You can now:
- set Overview from custom action input forms
- watch for changes on the field content to notify users
- copy Overview contents between objects such as from a Request to a Task
- copy Overview content to a Note or Discussion Post
How it works
Custom Action Input
Admin users can set up custom action forms with Overview fields from the Configuration screen.
Using Overview field content
Update or use the contents of the Overview field in other actions.