What is a System Default Detail Page?
The System Default Details Page is a display page provided by the system. It supports basic data viewing requirements and allows members to edit field values directly.
When to Use a System Default Detail Page?
Based on actual business requirements, you can configure the following content on the System Default Details Page:
Data Brief fields
Related Tabs
History
Comments
What does a System Default Detail Page Look like?
1) In addition to form fields, the System Default Details Page can display Data Brief, Related Tabs, History, and Comments for viewing.
2) When members view data details, they can directly modify field values without navigating to the data editing page.
Note: The settings of the System Default Details Page only take effect when accessed through a Permission Set. The Data Details page in Manage Data will retain the original system configuration.
Where can You Find the System Default Detail Page?
If the current form does not have a Custom Details Page, go to Extension and click Set under Data Details.
If the current form already has a Custom Detail Page, click the Edit button next to System Default Detail Page to configure it.
What can You Configure in the Data Details Page?
The supported settings are shown below:
Note: To create or switch to a Custom Data Details Page, see: Custom Data Details Page.
Data Brief
Data Brief allows you to place fields from the current form below the data title for quick access to important information. You can configure up to 5 Data Brief fields.
To adjust the display order of Data Brief fields, you can sort the fields.
After configuration, the Data Details page appears as follows:
Related Tabs
When a related form establishes a relationship with the current form through a Lookup field, a Related Tab is automatically added to the Data Details page of the current form. This tab is used to display and manage data from the related form. Specifically:
Information from the current form is displayed in the Basic Information tab, which is fixed in the first position.
Data from each related form is displayed in a separate tab and sorted by the time when the relationship was established.
Notes:
A related tab appears in the form's Data Details page only when this form is the main form in the relationship (i.e., another form uses Lookup to connect with this form).
If the current form uses Lookup to connect with other forms, related tabs will only appear in those forms' detail pages.
Through Related Tabs, members can directly perform operations on data in the related form when viewing data details, such as adding, exporting, and printing data.
Customizing Tabs
Hiding a Tab: All tabs except for "Basic Information" can be set as hidden or visible.
Renaming a Tab: All tabs, including "Basic Information," can be renamed. Yet, hidden tabs can't be renamed.
Viewing the Original Form Name: After renaming a tab, you can hover your mouse over the new name to see the original name of the related form.
Reordering a Tab: All tabs except for "Basic Information" can be reordered by dragging and dropping.
Key Points About Related Tabs
All related tabs are displayed by default; hide any you don't need.
The current form can be connected by up to 100 other forms (as the main form in their Lookup).
The Basic Information tab appears automatically when the current form gets connected to others.
All tabs including Basic Information support renaming.
All tabs except Basic Information support hiding, viewing, and reordering.
Related tabs cannot be manually deleted; they're removed automatically when connections are broken.
Members only see tabs that are visible and for which they have viewing permissions.
Related tabs are not displayed when viewing data in Manage Data.
History
History tracks all modifications made to the form's data. To enable:
Once enabled, members can view modification history when accessing data details:
Note: If History is not enabled, members cannot view the History content when viewing data details.
Comments
Comments allow members to comment on forms or workflow forms and @mention relevant members for notification, review, or confirmation. When @mentioning members in comments, you can set multiple notification methods to notify them.
Notes:
@mentioning yourself will not trigger notifications.
@mentioned members need to be in a certain group with appropriate permissions to view or interact with the comment.
Comments can be enabled from the following entry:
When a member is @mentioned in the comment area, you can also configure how the member will be notified.
Direct Field Editing
When members view data on the Data Details page, they can hover over the field they want to modify and click the Edit button that appears to edit the content directly.
Members can also modify multiple fields consecutively. After making changes, they can click the Submit button or use the shortcut Ctrl/Cmd + S to save all changes at once.
Note: The Edit button appears only for fields on which the member has editing permission. Only these fields support direct editing.