How to set a view visible on both list and form level

[Community Alums]

HI ,

We have a view csdm_view on the Table cmdb_ci_service_auto , when we open a record on this table on selecting csdm_view it actually opens a record of the Table cmdb_ci_service_discovered with the default view.

We actually need the same view(csdm_view) in both list and form level, Kindly help us with the requirement.

Thanks,

Prakash.

[Anshu_Anand_]

sounds like you have a view called "csdm_view" on the table "cmdb_ci_service_auto" and when you open a record from this table while using the "csdm_view" view, it actually opens a record from the "cmdb_ci_service_discovered" table with the default view.

To achieve your requirement of having the same view (csdm_view) in both list and form level, there are a few steps you can take.

1. Create a new view on the "cmdb_ci_service_discovered" table that is identical to the "csdm_view" on the "cmdb_ci_service_auto" table. Make sure that the columns, filters, and other settings are the same.

2. On the form level, you can set the default view to be "csdm_view" on the "cmdb_ci_service_discovered" table. This can be done by going to the form layout of the "cmdb_ci_service_discovered" table and setting the default view to be "csdm_view".

3. On the list level, you can set the default view to be "csdm_view" on the "cmdb_ci_service_discovered" table. This can be done by going to the list layout of the "cmdb_ci_service_discovered" table and setting the default view to be "csdm_view".

4. If necessary, you can also create a UI Action to open the record in "csdm_view" on the cmdb_ci_service_discovered table from the cmdb_ci_service_auto table.

It's worth noting that this solution assumes that the fields and relationships between these tables are same. If it is not the case you may need to take different approach.

Please mark as correct if its helpful