What are Details?
A details view is used to display fields in a flexible layout from a specific record in your database.
Details display fields from a specific record in a flexible layout. Any of the fields from that record's object can be used in the details layout.
Details can only be accessed by following a link on a record from a table, list, search, or other views that can display multiple records.
Additional links can be added to a details view to edit or view more details about that record.
You can add a details view to any child page in your pages. To access a child page you'll first need a table, list, or other views that can display multiple records. Then, on that view, you need a link to view more details:
These links can be created when adding those views:
Or when editing a view. Here's an example of adding a link to "view more details" as a table column:
You can add a details view to a child page by selecting the Details option from views toolbar at the top of the child page:
Select the object you want to display records from and click the "Add details" button:
New details views will have each field from the object added to the details layout by default.
Click directly on a details view in your pages to edit it:
The details view will open in "edit" mode where you can use the menu on the left to edit different aspects of the view.
To delete a details view from your page, just click on the trashcan icon on the details view, from the Pages section of your builder:
Warning: Please note that deleting a details view will also delete any child pages connected to it.
The Details section determines which fields will display in the details layout:
A title and description are listed above the details fields, and you can click on each to add or edit. These are optional and will display at the top of the details if added.
All the fields available to add to the details layout are listed in the menu on the left.
Click on a field to add it to the details layout.
If the details record is connected to a parent record, you can also add fields from that connected record. You'll see a menu above the list of fields you can use to select other connected objects:
Above the list of fields is another tab to display special options:
Add a Title: this will add a title with instructions section to the layout
Link to delete record: this will add a link to delete a record. When the user clicks on the link they will be asked to confirm the delete. Clicking yes will then remove the record from the database.
Link to edit record: this will create a new child page with a form to edit this record. Clicking on the link will go to that page to edit the record.
Link to view more details: this will create a new child page displaying all the details for this record. Clicking on the link will go to that page to view those details.
- Link to another page: reuse another page you've already created by linking to it. For example, if you already had a complex scene that was showing details about a contact record, we could link to that scene instead of recreating it.
- Trigger an action: create a link on the view and trigger an action to (a) update this record / update connected records / insert connected records / send emails and (b) redirect to another URL or show success messages. View full “Action Links” help article for further information.
Note: This link will only display other pages with the same Data Source object as the details view you are on.
Hover over a field and click on the "pencil" icon to edit that field:
This opens up a new window to edit the field:
Label Format: use the label format set for the group or use "Hide Label" to hide the label and just show the field value.
Label: the label displayed with the field value. This defaults to the field name.
Style: check any styles you'd like to add to this field.
Map: this option only appears for Address fields and will show a map of the address above the listed address. Once you’ve selected this option, you can customize the size of the map.
You can also click and drag a field to change the order or place it another group (see below).
Fields are placed into groups which can have separate label and column formats and can enable more flexible layouts.
Your details default to a single group. Click the Add Group button to add more groups:
The active group will always be highlighted with a gray background. When you add a new field it will be added to the active group. Simply click on another group to activate that group.
Hover over a group and click the "pencil" icon to edit it:
# of Columns: the number of columns the group will be divided into. When you have multiple columns, your fields will be equally divided into the columns and you can drag the fields between the columns to change how your fields are laid out.
Label Format: choose whether to show labels and in which position to display them.
Hover over the group and drag on the first "move" icon to change the order of the group and move it to a different location:
You can also add columns to the entire layout by changing the Layout format. Click on the layout icon to change:
Changing to two columns lets you add additional groups to the other column:
Display rules can show or hide fields based on the values of other fields.
You can use the Add Rule button to add multiple rules and the red "minus" icon to remove rules:
If: the condition when the rule is triggered.
Then: the action the rule takes. This includes Show, Hide, or Rename label.
The Options section provides additional options for formatting your details view:
Hide Empty Fields: when set to yes, only fields that have values will display. Any fields that are empty or null will be hidden.