Using Smart Views

What is a Smart View?

A Smart View is page specially designed by your technical team using Javascript, HTML, and CSS. It is useful when you need extensive customization.

If you think you need a Smart View, ask your technical team to design it for you.

Here are a few examples:

Map view

Calendar view

Shipping view

Applying a Smart View

To apply a Smart View you created, turn on the Layout Editor mode (1), click on the table button (2) and drag & drop your Smart View's name in first position inside the dropdown (3):

Your view will refresh automatically. You can now turn off the Layout Editor mode (4).

Once your Smart View is applied, it will also be displayed in your record's related data.

In the Summary View

As of today, it's not possible to set different views for your table/summary/related data views.

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