To create an object view, you need to name the view, add all necessary tabs to it, and lay out the blocks on each tab in the proper order.
Tip: Make a list of tabs you would like to include in the object view you are creating and a list of blocks that you want to include on each tab.
) next to each block.
).Points To Remember
Consider the following when creating custom object views:
•The more blocks you add to a tab, the longer it takes to open it.
•Each tab that you create appears in the end-user interface only when at least one block is added to the tab.
•Blocks for related objects are not displayed in the record until the user saves it first.
•The General block must be always added to the custom object view, as it typically contains the required system fields. Make sure to include all required fields in every custom object view.
•Because all custom components of an object view are category-specific, make sure you add the Categories block to the object view. Otherwise, the users are unable to add categories and consequently see their custom fields.
Task and Expense do not have the Categories block. Instead, there is a field called Default Category in their General block.
The Contact object presents its category-related custom field values in the Details page, not in the General page.
•If you want child or embedded object records to be displayed in the selected object's records, you must add the corresponding blocks to a tab in the object view and name it accordingly.
These blocks are automatically created when the child or embedded custom objects are created.
For example, if you want each parent Policy object record to have its child Claim records and its embedded object Coverage records displayed on the same tab, you must create this tab (for example, called Claims and Coverages) in the custom object view in the Policy object definition and add the blocks called Claim and Coverage to that tab.
Important: If you want system object records, such as appointments, accounts, tasks, and expenses, to be displayed in a project, you must create tabs or sections with the appropriate names and add the corresponding system blocks.
