The Detail View displays all fields available for capturing data related to the currently selected record. Double-clicking on a record on the list view grid will direct you to the detail view of that particular record.
1. Tabbed Layout
Some detail views are arranged into a tabbed layout to optimise the layout of all the available fields.
2. Detail View Nested Grids
In certain instances, it is necessary to capture multiple records of a specific field against the Detail View. In this case, you will find a grid embedded in the Detail View, allowing you capture multiple lines. For example, on the customer record detail view, there is a nested grid for Phone Numbers, allowing you to capture unlimited contact numbers for a particular customer.
3. Field Types
- Text
Single-line text box.
- Note
Multi-line text box.
- Number
Specifies whole number.
- Decimal
Number field that allows decimal values.
- Checkbox
A checkbox field to allocate either a True or False value.
- Date
A field with a built-in calendar dropdown to specify a date and time.
- Lookup
A dropdown list with pre-defined values.
Search a lookup - CTRL + F or type in code or display name.
