what dictates the view the user sees when they click a record on a list?

[juan9]

when i am on the records page and i click on a record, what decides the view the form will be viewed through?

if i click on a record on forms related list, what decides the view the form will be viewed through?

I know there are view rules but i dont really seem them being used or i just dont understand them. i dont think its a view rule though, maybe something to do with user preferences or something

any help is welcomed!

[Zach Koch · Accepted solution]

I would recommend reading through the documentation. Here are the two sections I would recommend reading through in the screenshot.

Here is the link to the docs page

View management 

[Zach Koch · Accepted solution]

I would recommend reading through the documentation. Here are the two sections I would recommend reading through in the screenshot.

Here is the link to the docs page

View management 

[juan9 · Accepted solution]

Hi Zach,
i understand that if the user manually changes the view it saves it for that particular table,
but i am still confused about what dictates which view is presented when a user clicks on a tables record.
i can set a view for a table list, but i am not sure how to set which view to present when the user clicks the record. the default behavior seems to be that whatever the parent list view was is passed down to the form but thats not always the case.

if the user never changes the view for that particular table then what dictates the view presented?

[Zach Koch]

Normally if nothing is set up or changed, it will use the default view. The view rule I mentioned allows you to set up criteria and scripts to control what view a record will have, based on what you want, whether it be user role, or some data in the record.