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Former Member

Ticket List and Activity List to Account Overview screen

Dear Experts,

I've a requirement, which I'm stuck with.

We need to show the Tickets List and the Activity Lists (Email, Phone Call etc) of a particular customer to be displayed on the overview page.

Since, there is already a standard tab which shows the tickets and activities, I'm trying to move the same list to the Overview screen.

Any Help / Guidance is much appreciated.

Many Thanks,


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  • Hi Pratik,

    You have a couple of options.

    1) Use an embedded report and pass the Account as a parameter to the report. That means when the screen is renedered and the report is loaded it will automatically be filtered for the Account. There are standard reports for both Tickets and Activities so you can use both.

    2) Use the copy + paste functionality. While you are in adaptation mode, you have the option to copy the Ticket List from the Ticket facet and paste that to the overview screen.



  • Former Member Jameel Qureshi

    Hi Jameel,

    Thank You for the response.

    I can see the copy option, but I cannot see the past option in the overview screen. Can you please guide me on that.

    Many Thanks and Regards,


  • Hi,

    Once you have copied the element, the paste button becomes available.

    You may have to first move to the parent object on the UI by clicking the Up Arrow Icon first before the paste icon is visible.



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