Record Preview Fields
Record Preview Fields appear at the top of the Record details tab and in the Record Info popup. While default fields are provided, you can customize which fields are displayed.
Standard Preview Fields
| Field | Description |
|---|---|
| Id | Record identifier |
| Name | Record name (may include Number field for certain objects) |
| Record Type | Shows if record has a record type |
| Owner | Record owner's name |
| Deleted/Archived | Displays if record is deleted or archived |
| Audit Info | Created Date/By and Last Modified Date/By |
| Status | Shown for objects with IsActive field |
| Profile, Username, Role, User Type, Title, Department, Last Login At | Shown specifically for User objects |
Customizing Preview Fields
To add custom preview fields:
- Go to Records module
- Click More Actions menu
- Select "Manage Record Preview Fields"
- Click the "+" icon to add a new configuration
To edit or delete configurations, use the pencil or trash icons in the datagrid row.
Fields
| Field | Description |
|---|---|
| Object | API Name of the Object |
| Active | Toggle to enable/disable this configuration |
| Field | API Name of the Field to display |
| Label | Optional custom label (defaults to standard field label) |
| Order | Display priority (0 = highest) |
Keep in mind
- Preview Field Configs apply across all connections
- Fields not available in a connection won't be displayed
- Refresh the page after making changes
- Adding fields to an existing Object config will append to it