How to Use View Types/Columns

View Types

Current Record Editor
Linked Record Editor
Record Previewer

How to Add New View Types (Columns)

Each column in the layout is a View Type.

To add a new View Type, click the + icon in the viewer
Choose the View Type you want to use
Click Add



Manage Layout

Reorder Columns

To reorder the columns in your Layout:

Click the name of your current layout in the app navigation menu
Select Manage Layout
Reorder columns by dragging and dropping each column as needed
Click Save



Rename Columns

To rename the columns in your Layout:

Click the name of your current layout in the app navigation menu
Select Manage Layout
Rename your layout
Click Save



Resize Columns

You can resize any column by clicking the resizer icon to the right of each column

Was this article helpful?
Cancel
Thank you!