Create a Records View card

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create a records view card so that you have direct access to view the list of records in a target table.

    Before you begin

    Ensure that both the DEX Desktop Assistant plugin [sn_dex_desktop] plugin and the Desktop Assistant application have been installed. For more information, see Install DEX Desktop Assistant and Download and install Desktop Assistant.

    Role required: sn_dex_desktop.admin

    Procedure

    1. Navigate to Desktop Assistant > Configuration > New card.
      The Desktop Assistant Cards page from where you can select what type of card you want to create for your Home page.
    2. Select Records View Card.
      The page where you can enter details and create a Records View Card.
    3. On the form, fill in the fields.
      To know about each fields and their corresponding descriptions, see Create a Records View card.
    4. Select Submit.

    Result

    A new records view card is created.

    What to do next

    Map the card to the section under which it should appear. For more information, see Map a card to a section.