Help

Configuring the Record Fields Shown from Search

736 3
cancel
Showing results for 
Search instead for 
Did you mean: 
RayK
5 - Automation Enthusiast
5 - Automation Enthusiast

I’d like to configure the fields shown on the record when I open that record from the Search extension. For example, I want to make sure a button and a few key fields appears at the top of the record and everything else is hidden. The goal is to speed up the process of searching, finding, and acting on information

I haven’t found a way to explicitly say “open the record as if it were in this view” from Search, but the extension does seem to refer to one view in particular. Has anyone figured this out?

3 Replies 3
RayK
5 - Automation Enthusiast
5 - Automation Enthusiast

I was poking at it just now and figured out the pattern: records opened from search use the view closest to the top of the list.

Yes, that is correct @RayK :slightly_smiling_face:

pendolino
5 - Automation Enthusiast
5 - Automation Enthusiast

can't seem to get this to work?