About Views and Subviews in the User Interface

Views exist within screens and can contain lists, forms, charts, explorer views, and subviews.

After identifying the desired screen and selecting the screen tab, you must decide what set of records you want to view in the selected screen. In many cases, a default set of records appears in a list below the screen tabs. If this is the case, you can use the visibility filter to access a different set of records. In some cases, a screen home page appears.

You use view tabs after you have drilled down on the record you want to view or change. The view tabs show detailed presentations of data related to the selected record and screen. In some cases, subviews provide access to additional information about a record.

This topic contains the following information:

"About Using the Visibility Filter in Lists"
"About View Tabs in the User Interface"
"About Subviews in the User Interface"

About Using the Visibility Filter in Lists

The visibility filter, which appears in list headers, lets you access a set of records filtered based on visibility, such as My Accounts, My Team's Accounts, and so on.

Suppose you have to query for information about an account. However, the account is not owned by you. The default visibility filter for the Accounts screen is My Accounts, which displays only your account records. To perform a query on every account record to which you have access, use the visibility filter to choose the All Accounts filter. You can then see the account records to which you have access.

Table 4-3 provides explanations for each value in the visibility filter. The Accounts screen is used as an example, but these filters can appear in any screen. You might not see some filters shown in Table 4-3, depending on your responsibilities.

Note:

My views show the active login name in the Team field if it appears in the view. All views, on the other hand, show the login name of the primary team member in the Team field, if it appears in the view.

Table 4-3 Visibility Filter Values

Filter	Description
My Accounts	Items that appear in this view are specific to you. You are the only one who can see these items, unless you are a member of a team that has access to them.
My Team's Accounts	This is typically a manager's view. It allows a manager to look at the items belonging to that manager's team. For example, a manager could select the My Team's Accounts visibility filter and view the accounts that each team member is currently working on. You cannot add a new record to My Team's Account view unless you have users who report to you.
All Accounts	This allows you to view accounts in the database to which you have access.
All Accounts Across Organizations	This view is for companies that have partnerships with other companies. It allows a user with the appropriate responsibilities to view all of the accounts in all of the companies.

About View Tabs in the User Interface

View tabs appear in the lower part of the application window after you drill down on a record, as shown in Figure 4-6. The list of available views depends on which screen tab you have selected. Click a view tab to display the desired data for the record you have selected. For example, you might be looking at a contact in the Contacts screen. Clicking the Activities view tab displays the activities associated with this contact.

Figure 4-6 Example of View Tabs

If the view tab you need is not visible, use the drop-down arrow to display and select a different view tab. The drop-down arrow is located at the end of the currently displayed view tabs. It might also be that you do not have a certain view tab set to show in your user preferences. You can also use the Site Map to navigate to a desired view. If you select a view from the Site Map that does not appear as a view tab in your application, a view tab is created when you jump to that view. It will only be visible for the current session.

Link Bar

In some instances, a link bar might appear below the view tabs. This link bar provides access to additional views related to the selected record.

About Subviews in the User Interface

Subviews appear directly below the information displayed for a selected view tab. The subview gives you more details about the record selected in the view. Not all views have subviews. If a view has a subview, it appears automatically. Figure 4-7 shows the Payment Profile list with the Payment Detail subview.

Figure 4-7 Example of a Subview