Views in Permission Sets on Mobile

Introduction

Feature(s)

Views on mobile include Grid and Card.

  • Grid: display data in the form of grids and display multiple records at once.
  • Card: display data as separate cards to view data quickly on mobile.

Application Scenario(s)

  • If you need to display a lot of data, select Grid.
  • If you just need to view some data fields, select Card.

Preview

Where to Set

Go to Publish > Views and click New View to set views for permission sets both on PC and mobile. There are two types of views on mobile:

1. Create a view.

2. Edit a view.

Note(s)

Record Title, Select Data, Query Data, Divider, and all fields in a subform cannot be set as display fields of card views.

Was this information helpful?
Yes
NoNo
Need more help? Contact support