Header Option Functionality

RE: Header Option Functionality

Peter Lewis — Thu, 09 Jul 2020 13:37:34 GMT

One clarification - we actually already have the capability to add a card header style in record views. It isn't possible to display all the rich text details like you have above, but it still shows the nice flush card header in your record view!

RE: Header Option Functionality

Vladimir Vasilev — Thu, 09 Jul 2020 13:24:51 GMT

Thanks Peter, Definitely this is something that you have to develop for the record views in future versions.

RE: Header Option Functionality

Peter Lewis — Thu, 09 Jul 2020 13:10:36 GMT

The box you have highlighted is a Header Content Layout that contains a card with rich text in the header. Like Mike suggested, I think this will probably look best either in a form or in a report on Sites.

RE: Header Option Functionality

Mike Schmitt — Thu, 09 Jul 2020 03:27:48 GMT

AFAIK it's able to be used on any SAIL interface, however a record summary dashboard (or other view) might not be an optimal place for this feature to be used as the info bar would render *below* the default OoB record tabs like "Summary", ..., "Related Actions". But I would sugget giving it a quick test and seeing whether it would work for your use case.