Basic navigation in a model-driven app
Use the navigation bar to get to your work area, create a new record, search, or do other tasks in a model-driven app.
- The site map is expanded and persists by default.
- The sub area that you are currently in is highlighted to indicate where you are in the app.
- Recent and Pinned items are at the top for easy access.
- Use the Area switcher to switch between apps.
- Icons have unique colors on the command bar to show differentiation between commands.
Get back to recent records, items, or view
You probably work with the same records most of the time. For example, you might access the same contact or account on a regular basis. Or you might work with the same lists (views) of data over and over. You can quickly get back to recently used records or views from the site map. You can also pin records and views to make them easier to find.
From the Site Map, select Recent.
Under Recent, choose the record, item, or view you want to go back to.
Pin records, items, or view
From the Site Map, select Recent to expand the list of recently accessed items.
Select the pin icon next to the item in the recent list, and it will be added to the pinned list.
Unpin records, items, or view
From the Site Map, select Pinned to expand the list of pinned items.
Select the unpin icon next to the item, and it will drop off the list.
Record set navigation
Navigate through multiple records with preset views and queries. The record-focused navigation improves productivity by allowing users to jump from record to record in the list and easily navigate back without losing their working list.
The reference panel is a great way to get work done without moving away from the screen you’re on. You can look up other related things, such as cases or opportunities for an account, within the context of the record you’re viewing without navigating to other screen.
Watch this video to learn more about the Reference Panel:
There are three types of notifications that are shown on a form: Informational, Warning and Error. Notifications are always available at the top of the form, just above the header.
When you select the error notification, it will take you to the field on the form where the error occurred.
If there is only one notification you will see a single line.
If there is more than one notification, you will see the number of notifications. Select the chevron, to view each message.
Grids in Unified Interface have been improved to increase the amount of data that can be seen on your screen. Grids also have improved filtering options which include remembering your last filter and sorts order.
When grids area retrieving data, you will see a loading indicator letting you know the system is working on retrieving data.
The main grid page remembers the filter, sort, and the page state when you navigate away and back. This includes quick find, column filtering, page number, and more. The navigation outside the page opens with the initial state.
The jump bar uses the first sorted field. If no sort change has been made, the jump bar uses the primary field.
The you can filter the Activity Type field and select multiple filtering type. Also, related entity fields like owner, status, and reason can be filtered.
When you select the hierarchy icon, it will navigate to the hierarchy form.
You can also open primary field and lookup fields in new tab or window.