Use specialty views

Completed

In addition to the standard views already covered in this lesson, there are several specialty views available known as public views. These public views are automatically created for custom tables and can be modified but not deleted. More public views can be created and deleted.

Advanced Find

When a user is making a personal view or doing an improvised advanced search, this will be the default view of the search results. This system view is editable, but there can only be one per table. When a user is in Advanced Find and changes the columns, it can be saved and shared as a personal view. This view will then display for the user in the view selector.

Screenshot of the default viewof the search results.

Associated

Users view data on rows from the host table but can also view related tables. When selected these related data tables load on the host form in a new tab. Each table can have more than one associated view.

Screenshot of an associated view.

More system associated views exist for functions such as bulk delete operations or to display the members of a marketing list. These views have limited customization functionality.

When a user views the list of associated views for a table, they will see the system views starting with the associated views in alphabetical order, then the default public view, followed by any remaining public views in alphabetical order. Views the user has created or received through sharing will be visible alphabetically in the My views section at the bottom of the list.

Screenshot of the associated views for the Contact table.

Lookup

The first three columns of the lookup view are visible when a user clicks on the magnifying glass icon on the related lookup column. The system lookup view is used by default when a lookup column is placed on a form.

Screenshot of the lookup view with full name, email, and business phone highlighted.

You may set specific lookup views and more filter criteria on a lookup column. This is known as a filtered lookup.

Screenshot of a filtered lookup view.

Quick find

This view displays search results and defines which columns are used to determine search results. There is only one quick find view per table.

Screenshot of a quick find view with search results.