VTiger record view consists of two unique layouts – one is “Summary View” and the other is “Detail View”. Both views can display the fields configured. However, the two views are quite different when it comes to fields & columns.
The Detail View comprises of 2 columns while Summary View has only one column. The limitation most users face is that for both views there’s only one way to organize the field sequence. Given that there’s a 2 column view where fields go Left to Right, versus in the one column view – it goes down. This is where the conflict in field sequence kicks in. If you are using both views, you would likely want to be able to separate the two and order the fields differently. Well, we’ve done it for you! One of our customers asked us to add a “Summary Field Seq” option in the “Field Editor” which overrides the standard field sequence on the summary view and re-adjust using the new value.
Have a look at the picture below to visualize the modification. If you have further queries, please don’t hesitate to ask us why Email or Direct Call.
2 Comments
Hello Team,
I need this functionality to change the order of fields on summary view.
Please let me know further steps.
Regards,
Sachin
The only way to do it, is to move the fields around in the layout editor, that defines the order of summary fields. Summary and Detail/Edit view field sequence uses the same logic.