TeamConnect designers are able to create custom pop-up views for items on an object when hovered over. When creating these custom views, it is important to note that the hover is built entirely from the Results Display tab. Please see the walkthrough below for further detail.

Customized Hover Pop-Up

Creating a Custom Hover Over

Note: Existing search views can be used for custom hovers.

1.Click the Setup link in the upper-right corner of TeamConnect.

2.From the Go to... drop-down list, select Object Definitions.

3.Click the desired object for the custom hover. The custom hover can be applied to any system or custom object. Select the Search Views tab.

4.Create a new Search View.

5.From the General tab, ensure that none of the checkboxes under Used for: are selected. Enter in the desired name and unique key.

6.Click the Results Display tab. Add the desired system or custom fields to be viewed by entering column name, selecting the appropriate item from the dropdown, and adjusting the order as desired. More details can be found on Search View Results Display. Further sorting details can be adjusted from the Sort by: dropdowns at the bottom of the screen.

Custom Hover Results Display

7.After saving, navigate to the Search Views page. Select the created view for the Use this search view for hover over display popups.

Applying Selected Custom Hover