Overview

Users can display additional information on a table by adding or editing table columns.

User Account Requirements

The user account you use to log in must have Administrator permission to access the Data Visualization feature.

For more information regarding Views, please refer to the Views Over article.

For more information on role permissions, please refer to the Workflow Permissions article.

System Icon

From the Admin Overview screen, click the Data Visualizations tile under the Views section.

Data Visualization Tile

From the Admin: Data Visualizations screen, enter a keyword in the Search field to narrow the search results list.

Search Field

Report Link

From the Admin: Edit Report screen, navigate to where the table is on the Report.

Table Section

Edit Icon

Columns Tab

Select Data Section

(Optional) Enter a keyword in the Search field to narrow your search.
Select Data Search Field
Click on a property, workflow state, field, formula, relationship, reference, or role to add the information to the table using a data column.

Select a Column Element

(Optional) Deselect a column element (field, workflow state, etc.) to remove the column from the table.
Select a default form from the Default Custom Forms dropdown menu. The form selected will appear when a user clicks on the table data. Choosing Default will display the form on the user's role permissions for the object type.