10,853
edits
Salesforce admins: Urgent action required!
View: Difference between revisions
Jump to navigation
Jump to search
→Creating a view (example)
| Line 32: | Line 32: | ||
#* As '''Type''', select one of the four view types (Public List, Associated List, Lookup List, or Dashboard List). In this example, use '''Public List'''. | #* As '''Type''', select one of the four view types (Public List, Associated List, Lookup List, or Dashboard List). In this example, use '''Public List'''. | ||
#* In this example, use '''Primary + 2 Secondary''' as your '''Template'''. You can choose any of the templates or proceed with a blank view, but keep in mind the limited screen size of a mobile device. We recommend to use templates for your new lists; adapting a list is often less work than creating one from scratch. | #* In this example, use '''Primary + 2 Secondary''' as your '''Template'''. You can choose any of the templates or proceed with a blank view, but keep in mind the limited screen size of a mobile device. We recommend to use templates for your new lists; adapting a list is often less work than creating one from scratch. | ||
#* Select '''Hidden''' if you don't want that your new view is listed as an option in the app to users when they switch views. However, the view can still be used in the app when you design it that way. | #* Select '''Hidden''' if you don't want that your new view is listed as an option in the app to users when they switch views. However, the view can still be used in the app when you explicitly design it that way. | ||
#* Click '''OK''' to start designing your view. | #* Click '''OK''' to start designing your view. | ||