Configure Special System Views

In the last step, we uncovered Configure Editable Grids. Now, let’s discuss Configure Special System Views.

In addition to the standard views already covered in this activity, there are several speciality views available known as public views. These public views are automatically created for custom entities and can be modified but not deleted. Additional public views can be created and deleted.

Advanced Find

When a user is making a personal view or doing an ad hoc advanced search, this will be the default view of the search results. This system view is editable, but there can only be one per entity. When a user is in Advanced Find and changes the columns, it can be saved and shared as a personal view. This view will then display for the user in the view selector.

Users view data on records from the host entity but can also view related entities. When selected these related data tables load on the host form in a new tab. Each entity can have more than one associated view.

Additional system associated views exist for functions such as bulk delete operations or to display the members of a marketing list. These views have limited customisation functionality.

When a user views the list of associated views for an entity, they will see the system views starting with the associated views in alphabetical order, then the default public view, followed by any remaining public views in alphabetical order. Views the user has created or received through sharing will be visible alphabetically in the My Views section at the bottom of the list.

Lookup

The first three columns of the lookup view are visible when a user clicks on the magnifying glass icon on the related lookup field. The system lookup view is used by default when a lookup field is placed on a form.

You may set specific lookup views and additional filter criteria on a lookup field. This is known as a filtered lookup.

Quick Find

This view displays search results and defines which fields are used to determine search results. There is only one quick find view per entity.

Next up, let’s explore Configure Model-Driven Charts.