10-15 min read
Once the object is created, you need to then enable either a Custom View or Custom Grid for users to interact with it.
Here we will create a Custom View. This view can be added to a screen within Lemonedge so that users can look at the custom information you have created.
The Entity Type drop-down is the item that you want to display. In the case above, it’s a custom object. The Load Dynamically tick-box, similarly to the custom object it means the system will create the view to be used elsewhere. Unlike a custom object, it does not take a long time to refresh.
If a grid is a better way to display the data (in cases where you have the need for multiple lines). A custom grid is the better way to set up to interact with the data. The behaviour via the UI is much the same as the Custom View that we added above.
The difference comes when you access your view. Instead of showing single boxes/ entries you can have multiple entries.
Restart All Services & Refresh All
At this point, Restart All Services and Refresh All
The Restart All Services button is greyed out above because the screenshot was taken in a local environment. The Restart All Services is only required for Network/ Web Environments
Refresh All will clear the cache, and allow the object to be interacted with.
Putting your view/ grid into a layout using Layout Designer
The Layout Designer is how the actual view is created for the screen
You want to be in the screen that you are wanting to change the layout for, and then click Layout Designer.
To edit the layout, you need to click the Hamburger Menu and click Unlock Layout Design. You can then change a multitude of things using the menu.
In most cases, if there isn’t that much information that you are looking to add, Add View will be sufficient for what you need. Otherwise, creating a new tab would allow for more information to be displayed.
Once you click Add View, a pop-up window appears, and you need to find the name of the view you created. Once selected, you will see your view window appear as an object, which you can drag and drop to where you want it in your current window. If you want to lock to an area you can use the cursor that is shown to push it to an area.