Some record types are complex, containing a large number of fields. A view creates a subset of fields within a record definition and assigns that field set to a user group. Views implement different field sets for different user groups. In other words, if you have (for example) a set of accounting fields within your record definition, as well as a set of inventory fields, a pair of views assigned to each user group for account and inventory management respectively will show only the fields assigned to that group.
Another use for a view is to limit the fields shown in search results. In a record type with many fields, the majority of the fields are useless to search.
- Name: A human readable name for the view. The name should be easy to recognize.
- Type: Global (shows the view everywhere) or Search Results (shows the view only in search)
- Group: Assign the view to an existing group or set of groups. Please note you must create the groups before the views.
- Record Type: Assign a record type to assign a field set.
- Fields: Define the set of fields assigned to this view.