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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create custom record views

Create a UX custom form view to show any record for a given table in Digital Portfolio Management (DPM).

Before you begin

Role required: sn_dpm.dpm_admin

About this task

Create a UX custom form view to determine the view to show for a given table in DPM.

Note: Clear the cache to see the change results of this procedure.

Procedure

  1. Navigate to All > Now Experience Framework > Configuration Settings > UX Form View Rules.

  2. Select New.

  3. On the form, fill in the fields.

Field SetDescription
NameUnique name of the custom form view.
Table

Table name associated with the custom form view.

Tip: Enter a key word like service or offering.

ViewThe custom UI view. You can select default or workspace, or new.
ApplicationThe application for the view rule. This field should default to the application that you're in.
Execution OrderThe order in which your view displays.
  1. Select Submit.

Parent Topic:Getting started with Digital Portfolio Management