Page Views

Configure Product Details, Table, and Collection Views to choose the fields users see and arrange them for each workspace.

Open and choose a view

Open Administration → Configure Page Views. Choose Product Details Views or Table Views and open a view. Select Create to add a view, enter its name, and choose its view type. In Collection Views, select Create View, then choose whether to apply the view settings to Customers or Departments.

Illustration for Open and choose a view in Page Views.Illustration for Open and choose a view in Page Views.

Adjust a product details view

Open a Product Details View and select Add Fields. Search for standard or user-defined fields, filter by field origin, select the fields to include, then select Add. Use the drag handles to arrange field order. The field list shows field name, origin, data type, field type, privacy, and requirement.

Illustration for Adjust a product details view in Page Views.Illustration for Adjust a product details view in Page Views.

To create a user-defined field, select Create New Field in Add Fields. Enter a field name and choose True/False, Currency, Date, Dropdown, Number, Whole Number, Long Text, Short Text, Measurement, or Percentage. Set the type-specific options, such as default values, maximum values or character length, measurement units, currency, or dropdown options. Set Private if the field should be private, then create the field, select it, and add it to the view. Use Set in the Requirement column to configure a field requirement.

Illustration for Adjust a product details view in Page Views.