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View Wizard

Fields tab

The Fields tab contains the following configuration options:

  • How many lines to display per record.
  • Whether the edit/view icons should be displayed.
  • The subset of fields to display.
  • The width limit per field.
  • Whether Quick Edit is enabled in a field.
  • If you cannot select the Quick Edit column for a particular field, check the field's settings to ensure that it is enabled for quick edit. You may also need to check that your group permissions allow you to create Quick Edit views.

Order tab

On the Order tab, drag and drop fields into the left-right order you want. Click Set Row Coloring or Define Notification Icons to define row coloring, fonts, text highlighting and icons.

General tab

The General tab allows you to provide a name for the view, define view width, control cell borders, and control the number of records per screen.

Apply tab

The options on the Apply tab are only enabled if you have permission to publish views to other users. With view publishing permission, you can make the view visible to other teams, or set the view as the default for another team.

Tips

  • To save space, show the Edit icon but not the View icon. Then, make the ID field a view hyperlink to give users a way to view the record.
  • For most views, displaying each record in two or three rows is ideal. If the view has limited information, one row might be enough. Put text-heavy fields like Summary or Description on their own line.
  • Position more relevant fields to the left of less relevant fields. Always place the ID field in the leftmost position.
  • For column width, selecting Automatic typically makes the best view. Setting a width value of 14 for date/time fields tends to improve the display and forces the date to wrap onto two lines.
  • On the General tab, setting the Maximum View Width to 100 to 120 characters works best for most browsers.
  • Displaying 30 records per page is usually a reasonable number. In general, the more records that are on a page, the longer the table will take to load, but the easier it becomes to navigate among the records.

Troubleshooting

Known Issue: Disappearing or reappearing table borders

Showing borders around rows and cells in a view is one of the settings in the View wizard. However, there is also a setting in the Look and Feel wizard that can override the view settings. If you notice borders but the setting is not applied in the View, or if the View settings should apply borders but they are missing, check the following setting:

  1. Go to Setup > Look and Feel > Manage Power User Schemes, or Manage End User Schemes if the issue appears for end users.
  2. Edit the Look and Feel scheme that is applied to the users experiencing the issue.
  3. On the Tables tab, check the settings under Table Border and Cells. The Table View Borders Visibility setting can override view settings to turn borders on or off on all views.