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04-16-2024 07:58 AM
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.
Solved! Go to Solution.
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04-17-2024 10:01 AM
Save the view you have created with a name and try the below,
- 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)
- 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
}
- answer = "enter view name"; // set the new view to answer
- Save the record
Regards,
Priyanka Jeganathan
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04-17-2024 10:01 AM
Save the view you have created with a name and try the below,
- 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)
- 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
}
- answer = "enter view name"; // set the new view to answer
- Save the record
Regards,
Priyanka Jeganathan
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04-18-2024 11:07 PM
Thanks @PVJShareKnowled
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04-19-2024 06:38 AM
@Community Alums - Please give thumbs up to mark the answer helpful. Its a small encouragement to share info more and more. Thank you.
Regards,
Priyanka Jeganathan