Administration Guide

Customizing Preview Pane content

The Preview Pane shows details of the record currently selected in the data view section of the screen. This article describes how to add more details to the Preview Pane, remove unneeded information, or change the display order.

The content of the Preview Pane for each object class is defined by its template that contains placeholders for dynamic content and data. The Preview Pane template applies to both the Web App and Desktop App.

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.

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 built-in WYSIWYG HTML editor. 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.