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Details

Lesley Updated by Lesley

What are Details Views?

A Details View is used to display fields of a single record in a flexible layout in your Live App.

Any fields from the record's object can be used in the details layout. You can also include some fields from connected parent records in a details view. 

Details views can only be accessed by following a link from a view displaying multiple records. For example, a “view more” link on a record from a table, list, search, or other view that displays multiple records.

Links can be added to a details view to edit, delete, view more details about that record, link to other pages within the app or trigger actions. 

Manage Details Views

To learn how to add, edit, and delete details views from your app, see About Views. 

Details Settings

To access the settings of a details view, hover your mouse over the view and click on the pencil icon that appears at the top left of the view. This will open options for Settings, Add Details and Rules which can be edited in the toolbox to the left of the page preview. Here you can also see the view's data source at the top of the toolbox - which displays which records the view works with. 

Settings

In the “ Settings” section for the details view, you can add a title and description to the view, as well as define label formatting and how to display empty values. 

  • Title: This title will be added directly above the view in your Live App.
  • Description: The description will be added above your view below the title. Descriptions can be used to give your users more context about how to use a view. 
  • Label Format: With this option you set the label formatting with the options: Left aligned, Right aligned, Top - above the value, and None - hide label. 
  • Hide Empty Values: With this option you can hide fields when the value is blank or choose to leave the fields visible with no value displayed next to the field label. 

Add Details Settings

The “Add Details” section is where you control what content is available in the details view. Here you can add and remove fields, add action links and static elements to the details view. 

This section is split into four areas: 

  • Fields: Here you can add and remove fields from the primary object of the record being displayed.
  • Connections: Here you can add and remove fields from any connected objects which are connected to the primary object of the record being displayed. 
  • Actions: Here you can add links to perform actions like, editing, deleting, viewing more details, triggering an action or linking to another page. 
  • Static: Here you can add additional titles, instructions, or dividers within your details view.

Adding & Editing Fields

The “Fields” tab on the “Add Details” section when editing a details view contains all fields available in the primary object which is being used for this view. 

Add Fields

To add a field to your details view, you can either click on the field in the list in the toolbox, or drag and drop the field into your details view in the preview. 

Edit Fields

To edit a field on the details view, hover over the field in the preview and click the pen icon. This will open the Item Properties for that field in the toolbox to the left. Here you can update the label format, label title and styling.

  • Label Format: use the label format set for the group or use "Hide Label" to hide the label and just show the field value.
  • Label: the label displayed with the field value. This defaults to the field name.
  • Style: this allows you to style the field with header 1, header 2, bold or italics.
  • Map: this option only appears for Address field types and will show a map of the address above the listed address. Once you’ve selected this option, you can customize the size of the map.
Field Layout & Grouping

Each details view has preset layout options that allow fields to be grouped into two main columns. Further, fields can be rearranged or group together in the details view by clicking and dragging a field to a new place.

Remove Fields

To remove fields from your details view, hover over the field in the page preview and click the trash can icon.

Connections: Adding & Removing Connected Fields

The connections tab allows you to add fields from objects connected to the primary object being displayed. So you can display connected values without having to include those values directly in the primary object’s record. 

Adding Actions

The actions tab allows you to add links which trigger actions to your details view. Action links can be used to do things like add links to edit or delete the record, link to another page, or trigger an action. 

These are the following action links available:

  • Edit record: this will create a new child page with a form to edit this record. Clicking on the link will go to that page to edit the record.
  • View record details: this will create a new child page displaying all the details for this record. Clicking on the link will go to that page to view those details.
  • Delete record: this will add a link to delete a record. When the user clicks on the link they will be asked to confirm the delete. Clicking yes will then remove the record from the app.
  • Link to another page: reuse another page you've already created by linking to it. For example, if you already had a complex scene that was showing details about a contact record, we could link to that scene instead of recreating it.
  • Trigger an action: this option adds a link which will trigger an action, such as updating a record, updating a connected record, inserting a connected record or sending a custom email

Learn more about using action links here.

Adding Static Elements

In addition to fields from your objects, you can also add static elements to your details view. This includes additional title/copy and dividers to help add more context to your details view. 

  • Title/Copy: This will add a section to display additional text content as either a section title or description. 
  • Divider: This will display a divider on the details view wherever this is placed. This is great for separating your details view into sections. 

Rules

In the “Rules” section of the editor allows you to add display rules which can hide and show fields based on specific criteria. 

You can use the “ + Add Rule” button to add new rules and the trash can icon to remove rules.

Each rule contains an “If” and a “Then” which you will use to define how the rule works.

  • If: the condition when the rule is triggered.
  • Then: the action the rule takes. This includes Show, Hide, or Rename label.

You can learn more about using display rules here.

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