- 22 Oct 2024
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Customizing The Record Lookup Page
- Updated 22 Oct 2024
- 2 minute read
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Data displayed on the Record Lookup page can be customized using Shared Views. Default, personal and shared views can all be created. You can modify Record Lookup views to show custom exports and use default filters and sorts. Shared Lookup views are managed directly on the Record Lookup page of your database (not using Shared Views).
This functionality enables access to data using Configurable Joins and eliminates the need for custom local Lookup exports.
You can preview this feature before activating it in your database. On the Records page, click Preview CJ Lookup to give it a try:
Enabling Configurable Joins Record Lookup in the Database
Configurable Joins Record Lookup is available in both test and production environments as an Early Access feature. To enable it:
📝 NoteAs with all configuration changes, the effect may take up to 15 minutes to be reflected across all web nodes.
The Searcher icon appears on the Search Database page under Records.
Customizing the Records Page
To create a custom Lookup view:
Select the record type from the main navigation.
Select Edit Shared Views.
If no Lookup exports currently exist:
If Lookup exports exist
Select the Searcher icon
Existing views, including the Default view, will appear and can be modified in the popup.
Select Records from the main navigation.
Add exports, filters, and sorts in the popup using Configurable Joins.
Click Update to apply your changes.
Note: Default Lookup views will need to be established for all custom Dataset records.
Copying and Saving Views
You can create multiple custom views and switch between them, depending on what you're currently searching for. When you've made modifications to the default view:
New Record Form
You can choose a form to appear when the New Record button is used. This allows you to customize what fields staff use to create new records, and it also allows you to generate Origin Sources for records created via this button.
To choose a custom new record form:
Permissions
There are dedicated permissions for each Record Lookup base. If your database had existing Lookup permissions, these have been migrated to these new permissions:
Shared Views
You can also share views with other users with the Shared Views feature. These will appear in the Library section of the view dropdown.