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View management

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View management

A view defines the elements that appear when a user opens a form or a list, and you can switch the view from the default for lists and forms.

When the system displays a form or list it usually displays only a subset of the fields belonging to the underlying table. For example, this is the Incident form in the Self-Service View:

Figure 1. Self service view

This is the Incident form in the Metrics View:

Figure 2. Metrics view
Administrators and users with the personalize role have permission to perform the key tasks related to views:
  • create views for any list and form
  • determine which view is visible by default
  • delete views they have created
  • create and modify view rules determining which views are available depending on the values of the fields of the underlying table
  • create rules that determine which views pertain to specific user roles

Users with the admin or view_changer roles can change views.

Views included with the base system

Several views are included with the base system, including the Default view and Advanced view.

Warning: Do not delete any of the base system views.

Switching views

To switch between list views, click the table name at the top left corner of the list, and then select Views > [Desired View]:

Figure 3. List view list

To switch between form views, click the table name at the left side of the form header, and then select Views > [Desired View]:

Figure 4. Form view list

Switching views submits the form, which saves all changes and triggers any onSubmit client scripts that apply. You cannot switch form views on a new form that has not been saved yet.

When a user switches views, the selected view is saved as a user preference so the user sees the same view by default when the form opens. When a user has a view saved as a user preference and then opens a URL to a record that specifies another view, the form displays in the view saved in the user preference, not the URL. For example, if a user selects the Mobile view on an Incident record and then tries to open the following link, which specifies the visual task board view, the form still opens in the Mobile view: https://{instance}/{sys_ID}sysparm_view=vtb

The sysparm_view parameter specifies the view to be used for a list or a form, and can be overwritten by a user’s stored preference for a view. You can override this behavior by setting the sysparm_view_forced parameter to true.