Customizing The Record Lookup Page

Data displayed on the Record Lookup page can be customized using Shared Views. Default, personal and shared views can all be created. You can modify Record Lookup views to show custom exports and use default filters and sorts. Shared Lookup views are managed directly on the Record Lookup page of your database (not using Shared Views).

This functionality enables access to data using Configurable Joins and eliminates the need for custom local Lookup exports.

You can preview this feature before activating it in your database. On the Records page, click Preview CJ Lookup to give it a try:

 select Preview CJ Lookup

Enabling Configurable Joins Record Lookup in the Database

Configurable Joins Record Lookup is available in both test and production environments as an Early Access feature. To enable it:

  1. From the main navigation, select Database.
  2. From the Configurations section, select Configuration Keys.
  3. From the Database Configuration section, select Early Access Features.
  4. Select Configurable Joins Record Lookup, then click Save.

Early_Access_Feature_Configuration_Key.png

  Note

As with all configuration changes, the effect may take up to 15 minutes to be reflected across all web nodes.

The Searcher icon appears on the Search Database page under Records.

Customize_View_button.png

Customizing the Records Page

To create a custom Lookup view:

  1. Select the record type from the main navigation.
  2. Select Edit Shared Views.
    • If no Lookup exports currently exist:

      edit_shared_views.PNG

    • If Lookup exports exist 
      1. Select the Searcher icon

        person_searcher.PNG

      2. Existing views, including the Default view, will appear and can be modified in the popup.

        edit_shared_views_detail.PNG

3. To create a default view, check Default View

deafult_view.PNG

  1. Select Records from the main navigation.
  2. At the upper right, click the Searcher icon.
 find the Searcher icon

  1. Add exports, filters, and sorts in the popup using Configurable Joins.
add exports, filters, and sorts using Configurable Joins

  1. Click Update to apply your changes.

Note - Default Lookup views will need to be established for all custom Dataset records.

Copying and Saving Views

You can create multiple custom views and switch between them, depending on what you're currently searching for. When you've made modifications to the default view:

1. Click the Copy icon. modifications to the default view

2. Name and save your view. name and save your view

3. Your custom view is available to use.

 

If you make changes to your custom view, you'll see "(modified)" next to the name.

your custom view will be available to use

4. Click the Save icon to save your changes.

You can also delete your custom view (using the Delete icon).

changes to your custom view

New Record Form

You can choose a form to appear when the New Record button is used. This allows you to customize what fields staff use to create new records, and it also allows you to generate Origin Sources for records created via this button.

choose a form to appear when the New Record button is used

To choose a custom new record form:

  1. From the main navigation, select Records.
  2. At the top right, click the Searcher icon.
 find the Searcher icon

  1. In the popup, click the Edit Shared Views link.
click the Edit Shared Views link

  1. On the Shared Views page, click Edit Lookup.
mceclip3.png
  1. In the popup, select the form you'd like to use as the new record form. Click Save.
mceclip4.png

Permissions

There are dedicated permissions for each Record Lookup base. If your database had existing Lookup permissions, these have been migrated to these new permissions:

dedicated permissions for each Record Lookup base

Shared Views

You can also share views with other users with the Shared Views feature. These will appear in the Library section of the view dropdown.

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