How do I customize the view of the Custom Employee ref app in Leads?

Updated on January 8, 2021 06:34AM by Admin

To perform this custom view, you have to add the custom ref app field from the master layout.

Steps to add the ref app field

  • Login and access the Leads app from the universal menu.
  • Click on the More(...) icon and select the Settings.

  • In the Master Layout, click on the Customize app and select the Master Layout.

  • From the Master Layout, you can view the Pallette on the right side.
  • Scroll down to view the Ref app and Ref app field.
Master Layout

  • Drag and drop the Ref app to the layout.
Reff app

  • Click on the Ref app, you will be redirected to the Inspector tab on the right side.
  • In the Inspector tab, you can customize the attribute.
  • Change the Name of the Attribute in the Name.
Inspector Tab

  • Scroll down to view the Reference Object Details, select the Employee App from the App.

  • Click on the Reference App Field, change the name of the Attribute in the Inspector tab.
Reff Field

  • Scroll down to view the Reference Fields Details.
  • Select the added Reference app in the Reference object.
  • In the Reference field, select the Employee ID.

  • Save the Changes.

Steps to create a custom view with this Ref app

  • Click on the Views on the Left panel and click on the Create button.

  • Add the Title and description in the Create view.
Create view

  • In the Criteria, select the added reference app by using the Insert Attribute.

  • Select the operator “=” and select the Dynamic and Login User.
  • By setting this criterion, the leads are created by the login you will be visible in this custom view.
Login user

  • Then, click on the Create button.
Create button

  • Now, go to the Leads home page, you can view the Create view on the left panel.
  • Click on the Created view, you can view all the Leads that are created only by the login user.
Custom Lead view