How to expose product data to Policy List on SPCRM

Question

On SPCRM I'm trying to expose Product Name on the Policy List page, inside the column called: Insurance Type.

Using inspect and console tool I could not locate the missing data

I am logged in as this user: https://spinsurance.admin.kademi.com.au/manageUsers/116783806/#summary-tab

Policy List page: https://crm.spinsurance.co.nz/leads/?query=&leadType=active&from=0&size=100

The product data is only exposed once you click a policy (under Insurance Type section): example: https://crm.spinsurance.co.nz/leads/148615383/

I would like to know where / how I can update the lead/policy query to also include product data (Insurance Type) within the Policy list page.

Answer 1

OK, so assuming you have a custom field on your journey to hold the insurance type, similar to this example which has a field called "claim_recordId"

Then the JSON response on the leads page will include that in the fields object, eg:

You can then customise the JS for the leads page to show that field in a column