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View Rules

Note: View Rules govern the styling of Record Facts and can be applied to any View in the Grid layout. This offers a great way to visually emphasize important information, indicate missing information, and keep staff up-to-date without requiring a Platform deep-dive.

Record facts are curated collections of key information pulled from around the Platform to summarize and visualize what you've decided your users need to see at a glance. And the styling of the Record Facts is what makes the visual representation powerful.

The Platform comes pre-loaded with a bunch of compelling styled Record Facts. But you can edit those and create your own for both pages and sub-pages. You'll need edit rights to System Setup > Page View Rules to customize your record facts on Pages and edit rights to System Setup > Subpage View Rules to customize your record facts on subpages.

  • Formatting: An advanced user with edit rights to Page View Rules can easily format Record Facts without any JavaScript knowledge.
  • Conditions: A power user with edit rights to Page View Rules and JavaScript knowledge (or a willingness to learn JavaScript) can create conditional view rules.