Configuring QuickViews for Custom Records
This topic explains how to configure QuickViews for custom records. Unlike standard records, custom records don’t have default QuickView fields because each custom record type is unique. Therefore, you must manually define which fields appear in QuickView for each custom record type. For general background on QuickViews, see Configuring QuickViews.
To configure QuickViews:
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Go to Customization > Lists, Records & Fields > Record Types.
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Select the custom record type you want to display QuickViews.
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On the Edit Custom Record Type page, click the Forms subtab.
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Click Customize next to the standard version of the custom record form. Or, if you already have an existing custom form, click Edit next to this form.
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On the page that appears, click the QuickView subtab.
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In the Field Description column, add the fields you want to appear in the QuickView for this custom record type. After adding each new field, click Add. To remove a field, click the X icon that appears to the right of the field.
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Click Save.
On the list page for this custom record type, you can hover over a record to see the QuickView.