Configuring a related record view in Configurable Workspace

Community Alums
Not applicable

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.

 

 

1 ACCEPTED SOLUTION

PVJShareKnowled
Tera Guru

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
If this input helped you, please give a thumbs up. It encourages me to answer more questions and support our community.

Regards,


Priyanka Jeganathan

View solution in original post

3 REPLIES 3

PVJShareKnowled
Tera Guru

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
If this input helped you, please give a thumbs up. It encourages me to answer more questions and support our community.

Regards,


Priyanka Jeganathan

Community Alums
Not applicable

Thanks @PVJShareKnowled 

@Community Alums - Please give thumbs up to mark the answer helpful. Its a small encouragement to share info more and more. Thank you. 

If this input helped you, please give a thumbs up. It encourages me to answer more questions and support our community.

Regards,


Priyanka Jeganathan