System Administrator Scenarios › How to Configure the Views for an Object

How to Configure the Views for an Object

When you create a custom object in Studio, the following views appear for the object by default:

• Properties View. Displays and allows users to enter information about an object instance. The properties view controls the information that you see when you create an object instance or when you edit an existing instance.
• List View. Displays information about object instances in rows and columns.
• Filter View. Displays as a section that appears at the top of a list view and allows users to search for information.

Configure the default views to determine how object information displays on a page. You can also configure views for the objects that are available by default.

Example: Track Project Release Information in a Retrospective

Project Managers at Forward, Inc. provide a retrospective report to upper management at the end of a project release cycle. To assist with the report, the system administrator creates a custom object named Retrospective to allow project managers to capture the information for their projects. When project managers create an instance of a retrospective, they enter the following information in the fields that the Retrospective object provides:

• Project Name
• Project Start Date and End Date
• Project Manager
• Team Members
• What Went Well
• Areas for Improvement

Going forward, upper management wants to track the length of the release cycle in the retrospective. To meet this objective, the system administrator configures the properties view for the Retrospective object to include the following new attributes:

• Release Start Date
• Release End Date

The following diagram describes how a system administrator configures the views for an object.

Perform these steps to configure the views for an object:

1. Review the Prerequisites.
2. Configure the Properties View:
   • Add Attributes to the View.
   • Add Sections to the View.
   • Add a Subpage to the View:
     • Create the Subpage.
     • Add Sections to a Subpage.
     • Define the Subpage Properties.
3. Configure the List View:
   • Set Up Attributes and Options for the View.
   • Define Sorting Attributes for the View.
   • Display Graphics in the View:
     • Display an Attribute as a Bar or Column Chart.
     • Display a Progress Bar.
     • Configure Display Mappings.
     • Display a Gantt Chart.
     • Display an Image Link.
   • Add Aggregation Rows to the View.
4. Configure the Filter View.
5. Display and Verify Custom Object Views.

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