Configuring a related record view in Configurable Workspace

[Community Alums]

Hi All,

In Configurable Workspace , I want to always display a particular view of the related record when I open that related record from the main record's related list. As of now the process I am following to achieve this is Click on my profile--->Configure Page ---> Form Layout. Once the view is visible, then instead of default view I select the view that I want to be visible, then I click on save. I did this but so far the view is default view only.

Can someone please help me with this?

Thanks and Regards,

Hrithik.

[PVJShareKnowled · Accepted solution]

Save the view you have created with a name and try the below,

1. Create a view rule for a table by going to System UI > View Rules > New (make sure that there are no conflicting view rules for the same table first)
2. Populate the fields as follow:
   • Table: Your target table
   • Device type: Browser
   • Advanced: checked
   • Script:
     • answer = "enter view name"; // set the new view to answer
       }
3. Save the record

[Community Alums]

Thanks @PVJShareKnowled 

[PVJShareKnowled]

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