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Showing posts from May, 2025

Configuring fields in Classic and Workspace List View

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Custom Applications A community member created a custom application. After creating the table he created a new view but the view was not showing up within the hamburger menu.  I explained that one way to implement different views within a custom app is to use some code in a component called View Rule. It is possible to create views for different personas. People from HR can have a HR view (specific fields from table A) while people from Finance can have a Finance view. In short you need to: - Create two different roles - Assign role A to HR User Group - Assign role B to Finance User Group Inside your custom app you'll want to create a View Rule component to say: If the logged in user is from HR (has the role A), show the HR view. If the logged in user is from Finance (has the role B), show the Finance view. While creating your View Rule script, it will look like this: if (gs.hasRole('role_name')) { answer = "your_hr_view_name"; } Workspaces One way to chang...