How to "flip" views on a form?

David Lundy
Tera Contributor

I've been building an app and created a new view on the form to demonstrate an alternate way of displaying the data using a related list (as well as other changes).  The user has approved the new view as the way they want to see things.

 

I want the new view to be the "default" view and remove the original "default" so that there's only one view choice for the user (to avoid confusion).

 

Is there a way to "flip" the default and Test views on my form?  Or remove the existing "default" view and thus make my test view the default?

1 ACCEPTED SOLUTION

Kris Moncada
Tera Guru

Hi @David Lundy ,

 

I would use a View Rule to set which form view to display based on the record values. For info on this here: https://docs.servicenow.com/bundle/vancouver-platform-user-interface/page/administer/navigation-and-...

 

View solution in original post

4 REPLIES 4

Kris Moncada
Tera Guru

Hi @David Lundy ,

 

I would use a View Rule to set which form view to display based on the record values. For info on this here: https://docs.servicenow.com/bundle/vancouver-platform-user-interface/page/administer/navigation-and-...

 

Amit Verma
Kilo Patron
Kilo Patron

Hi @David Lundy 

 

Below links could be helpful :

https://www.servicenow.com/community/itsm-forum/how-to-change-to-quot-default-quot-view-by-default/t...

https://www.servicenow.com/community/developer-forum/how-to-make-particular-view-default-for-all-use...

 

Thanks and Regards

Amit Verma


Please mark this response as correct and helpful if it assisted you with your question.

David Lundy
Tera Contributor

Thanks Amit!  Unfortunately, neither were useful to me.  I couldn't find any controls or options to set the default view.  I'm just going to adjust the default view to match the Test view and delete Test afterwards.

The first link he sent was correct. Go to System UI > view Rules. Create a new rule. Give it a name set the table and then make sure the view field has the view name you want as default.

BrianLancaster_0-1724166551177.png