Editing Fields on Popups/Side Panels in Cloud (23R1)

HI @LauraB ,

You should be able to handle this via page designer. but I think this assistant is not defined in the lead page level. This has been defined separately therefore you won’t see this under Lead page in page designer. (The reason to use separate pages for assistant is to improve performance and reduce the size of the main page)

You can follow the below workaround for this,

1. Identify the client model for Convert Lead (since this has a separate projection and client model) . Here the client model is called “ConvertLead”

2. Open a "Dummy" page and configure the Page Designer there.

            Use below as the URL and go to dummy page:
          <host>/main/ifsapplications/web/page/ConvertLead/dummy
         (The client will give you a 404 stating that page not found. It is fine and still can open page designer.)

3. Now open page designer
   Go to  "All Pages" >> "Assistants" >>“Convert Lead Assistant” >> "Steps" and do the configuration. In your case you can hide or remove the Account No field and publish. Note: Since this assistant will be called from other places your change will be automatically applied in other places as well when you call Convert Lead.

Regarding step 1, if you want to identify client models similar to ConvertLead then you can follow below steps (This is something additional information FYI),

1. Reload application (refresh the browser)

2. Navigate to required page (here Lead page)

3. Open the chrome debug dialog (3 Dots >> More Tools >> Developer Tools >> Network tab or by pressing F12 and go to network tab)

4. Clear the network history (by clicking on 'no parking' sign on left upper corner of Network tab)

5. Click on the command to open the required assistant (here Convert Lead)

6. After the assistant is opened, go chrome debug dialog's Network tab and Write “cpi” in the filter box.

7. This will filter all the client models called from outside (here you can see ConvertLead)

Hope above steps would be helpful if you want to configure fields of assistant which is not part of the main page.

Best regards,

Masheesh