Configure Default View
As an administrator, you can now maintain a default view for all users via master layout or a particular business role via page layout.
This provides you the flexibility to maintain a default view for a set of users (based on business roles using page layouts) or all business users (using the master layout). For example: Default to Map View in Account list for the Sales Rep business role.
Scope and Configure
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Go to your user profile, and from the dropdown list select Start Adaptation. The system opens in the Adaptation Mode.
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In the side pane, click the reverse arrow icon
to navigate to the Pane Variant view. -
From the Select Default View dropdown, select the view that you want.
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To save your changes, go to your user profile, and from the dropdown list select End Adaptation.
If there is a conflict due to multiple roles assigned to a user, the system defaults to the master layout.
Technical Details
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Solution |
Sales
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Area |
Extensibility |
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Link to Demo |
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Reference Number |
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Type |
New |
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Valid as Of |
2020-08-01 |