Custom View

Custom views can be created for many of Xurrent’s record types, including custom collections. Custom views can be filters to ensure that only record that meet predefined requirements are included. Once a custom view has been created, it can be linked to a custom suggest field. This is a special type of field that can be included in a UI extension. After a custom view has been linked to a custom suggest field, users will be able to use this field to select any record that is included in the custom view, even if these users are not allowed to open these records.

Only people who have the Directory Designer role, the Directory Administrator role, the Account Designer role or the Account Administrator role of an account can maintain the custom views of that account.

The Custom View Fields page provides field utilization guidelines for each field of the Custom View form.