How to show custom view as default view for list ?

Sandeep Kumar13
Tera Guru

Hi Team,

 

I have created custom views for XYZ table.

 

views are like: abc view

                         def view

                          xyz view.

 

So here my query is when user opens XYZ records in list view ,xyz view will be applied on that list by default.

Here i am getting default view.

 

 

4 REPLIES 4

krishna jaju
Tera Expert

Hi Sandeep, 

Do you want to apply a specific view to all users when the list is shown or do you want specific view when the record form is open.

 

Is it same view for all users or different views for different users?

 

Thanks,

Deepika

johnfeist
Mega Sage
Mega Sage

Hi Sandeep,

Have you looked at setting up view rules?  I can't tell from your description how you are defining which view opens under what criteria.  As long as you can codify the conditions for a given view you should be able to use the views.

 

Hope that helps.

:{)

Helpful and Correct tags are appreciated and help others to find information faster

BharathChintala
Mega Sage

@Sandeep Kumar13  multiple things here

 

Write view rule this will make whenever user open xyz record it will open in xyz view only

BharathChintala_2-1676646988104.png

 

Coming to list view this should be configured in module 

BharathChintala_0-1676646762219.png

if you click your module which is xyz records related

BharathChintala_1-1676646855301.png

There you can give view name so when user click that module to get list that will be xyz view

 

Like this create multiple modules for each type and give view name in module.

If my inputs have helped with your question, please mark my answer as accepted solution, and give a thumb up.
Bharath Chintala

Raghu Ram Y
Kilo Sage

Hi @Sandeep Kumar13 

You need to define view rules with the script based on loggedIn user, then it works accordingly..

Please mark my answer as both HELPFUL and CORRECT, if it helps.