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
Navigate to All > Now Experience Framework > Configuration Settings > UX Form View Rules.
Select New.
On the form, fill in the fields.
| Field Set | Description |
|---|---|
| Name | Unique name of the custom form view. |
| Table | Table name associated with the custom form view. Tip: Enter a key word like service or offering. |
| View | The custom UI view. You can select default or workspace, or new. |
| Application | The application for the view rule. This field should default to the application that you're in. |
| Execution Order | The order in which your view displays. |
- Select Submit.
Parent Topic:Getting started with Digital Portfolio Management