The selection of a saved search here overrides the system default definitions.įor general information about views, see Working with List Views, Sublist Views, and Dashboard Views.
To make that saved search the only dashboard view available, check the Restricted box.Ī record list displayed in a List portlet on the dashboard is called a dashboard view. In the Dashboard View column, you can select a saved search to be the default view in a dashboard List portlet for the selected record type. The selection of a saved search here overrides the system default definitions. For example, a list of transactions may display on the History subtab of an item record. Automatically paste text that you've copied into the search box. Turn Search History on and off or clear it. Use these settings to: Choose how you want to expand the app when it's collapsed. Click GENERAL, and then select or clear the setting you want. Want to add a niche site you love You can. To change how the search bar works, click Search bar settings. Some record lists may be displayed on a subtab of another record. We provide a wide range of default web searches for popular sites from Google and Twitter to Amazon and Wikipedia. To make that saved search the only sublist view available, check the Restricted box. In the Sublist View column, you can select a saved search to be the default sublist view for the selected record type. The displayed set of records and fields is called a list view. To make that saved search the only list view available, check the Restricted box.įor each record type that is available in a list, a system-defined set of columns displays by default. In the List View column, you can select a saved search to be the default list view for the selected record type. See Defining a Saved Search as Preferred Results. Preferred search results also can be defined on a saved search record. This option applies all saved search settings, including criteria, results, and available filters, to the global and quick search results for the selected record type, for this role. In the column, select a saved search to be applied to the default global and quick search results for the selected record type. See Defining a Saved Search as a Preferred Search Form. Selecting a saved search here applies the saved search's available filters to be the only fields on this form for this role.Ī preferred search form also can be defined on a saved search record. In the Search Form column, select a saved search to simplify the default search form for the selected record type.īy default, the simple search form for each record type displays a system-defined set of fields that can be used as filters. When you select a record type on the Standard or Custom Record subtab, you can do the following: You make these selections by record type. For each kind of view, you also can make the selected saved search the only one available for a record type.
Click the Searches subtab to set saved search definitions to be used as defaults for the search forms, search results, list views, sublist views, and dashboard views available to a role.
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