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Custom View Fields

Custom View Fields

The table below lists the fields of the Custom View form and provides utilization guidelines for each field.

Field Label Utilization Guideline
Name

The Name field is used to enter a name that describes which records are included in the custom view.

Disabled

The Disabled box is checked when the custom view may not yet, or no longer, be used by any custom suggest fields to allow users to select records from the custom view.

Reference

The Reference field is automatically set to the Name field value, written in lowercase characters and with all spaces replaced by the underscore character. This reference can be used by integrations to uniquely identify the custom view.

Record type

The Record type field is used to specify the type of record the custom view needs to contain.

State

The State field is used to select one of the states in which records of the type selected in the Record type field can exist (of example: “Enabled” or “Disabled”). The selected state acts as a filter on the custom view. Leave this field empty if records of all states should be included in the view.

Search phrase

The Search phrase field is used to filter the records of the type selected in the Record type field on a string that exists in the subject or name field of those records.

UI extensions

The UI extensions field shows the UI extensions that include a custom suggest field that makes use of the custom view to limit the values users can select in the custom suggest field.

 
Filters

The Filters field is used to apply filters to the custom view to limit the records that are included in the custom view.