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View Rules

Note: View Rules style Record Facts, and you can apply them to any View in the Grid layout. This is 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 want your Users need to see at a glance. Styling Record Facts makes the visual representation powerful.

The Platform comes pre-loaded with a variety of compelling styled Record Facts, and you can edit them or create your own for both Pages and Sub-Pages. You need edit rights to System Setup > Page View Rules to customize your record facts on Pages, and you need edit rights to System Setup > Subpage View Rules to customize your record facts on Sub-Pages.

  • Formatting: An Advanced User with edit rights to Page View Rules can 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.