Customizing the Content of the Preview Pane

The Preview Pane appears in the Desktop App and the Web App and shows details of the record currently selected in the data view section of the screen. You can add more details, remove unneeded information, or change the display order.

NOTE: The appearance of the Preview Pane is controlled by standard cascading style sheet (CSS) rules. For details, see Customizing the Style of the Preview Pane.

The content of the Preview Pane for each object class is defined by its template that contains placeholders for dynamic content and data.

To customize the Preview Pane content:

  1. From the Sidebar, navigate to the Preview section for the target object class (Customization > General > Preview > [Object Class] or Customization > [Module] > [Object Class] > Preview).
  2. Design your HTML template using the WYSIWYG HTML editor integrated into the Preview page. The editor provides common tools for text formatting and displays the resulting appearance of the template.

    Alternatively, you may click Design > HTML Code and type the source HTML code. After editing the HTML code, you can click HTML Code > Design to see how your template will look like.

  3. Change the content as needed: add some information, change the display order, or remove unneeded details.

    To insert a placeholder for dynamic content, place the cursor in the position where you want the element to appear, click Insert Placeholder, and choose a macro that will be replaced with the actual value at runtime.

    INFO: For details, see Inserting Placeholders.

  4. Click Save on the Standard toolbar.

NOTE: If you want to roll back your changes, click Set Default.