Records View cards form

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • The Records View cards form presents elaborate data on the form's fields and their corresponding descriptions.

    You must have the Desktop Assistant administrator [sn_dex_desktop.admin] role to access the form.

    Table 1. Records View card form fields and description
    Field Description
    Name Unique name for the card title.
    Header Unique name for individual pages in the card.

    When you select a card, it takes you to the details page. The name in the Header field appears as the header or title of that detailed page.

    Description Short description of the card.
    Table Table from which you want to pull the data to display.
    Query Filter conditions to display the data.
    Application Scope of the application.
    Visible Fields Fields from the selected table that should appear on the card details page.

    Use the Unlock Visible Fields icon (Unlock field icon) and under the Available section, select the fields to be visible and then select the right arrow icon (Right arrow icon) to move it to the Selected section. You can also use the up arrow icon (Up arrow icon) or the down arrow icon (Down arrow icon) to customize the column position.

    When you have added all the required fields, select the lock visible fields icon (Use this icon to lock the option to make any changes to the visibility settings.) to ensure these fields are always visible on the form, regardless of any changes made to the form.

    Icon Image that appears on the card.

    Use the Click to add link and select Choose File to select an image from your system.

    To return to the records view card page, see Create a Records View card.