The List widget is a powerful tool which can be used to quickly create a list of records within most objects in Rethink. The fields included in a list will vary depending on what type of records the list consists of. For instance, if you create a list of deals from Deal Pipeline, the following fields will be displayed in your list: Colleague Name, Full Name, Deal Status, Record Type Name, Last Activity, and Next Activity.
In this article, we'll review how to customize these fields to better tailor the List Widget to better suit your workflow.
Gathering Field Name Details
Important Note: Due to restrictions in formatting Rethink best practices suggest that you only list 5 fields at a time for any list widget modifications you intend to make. Using more than the suggested amount of fields may interfere with formatting leading to the information not displaying as intended or in its entirety.
Prior to accessing the configuration for customizing the List Widget. You'll want to know what the API names are for the fields you would like to include for the changes you intend to make for the List Widget. In this example, I will be customizing the fields displayed when creating a list for Deal Records. Follow the steps below to collect this information prior to proceeding with the configurations for the List Widget.
1) Access a Deal Record Page
2) Review which fields you feel should be included in the List Widget
3) Access the Object Manager for the Deal Record
4) Click on Fields & Relationships
5) Use the Quick Search on the top right-hand corner to query for the fields.
6) Locate the API Name for the field you would like to include and copy this nomenclature for use later.
See image below for guidance
Important Note: If you would like to include a field which access's a related field (For example, Property which pulls the property name from the Property Object) in this scenario you'll have to search the API name using a different method Please continue reading below for these instructions
API Names for Related Objects (Fields Associated with Other Objects)
Some fields will populate information from other objects outside of the current object you are working within (in our example we're customizing the List Widget for the deal record in particular). When attempting to include these fields you'll have to attain the API name from a different source. In order to accomplish this, we'll utilize the formula field. using the formula field rethink will generate this API name for us to use.
In our example, we're seeking the Property field to display. It is housed within the deal pipeline object.
1) Access the Deal Pipeline object
2) Click edit object on from the Setup dropdown menu
3) Click on the Field & Relationship option on the left-hand panel
4) Click on the New button on the top right-hand corner of the preference
5) Select the Formula option then click Next
6)Input a name for the Field Label (give it any name you'd like)
7) Click Currency from the options listed beneath the Field Label then click Next
8) Next, click on the second tab above the field called Advanced Formula it's the tab next to Simple Formula.
9) Select the Insert Field Button
10) This will open a module with two columns; use the column on the right to find the field you are seeking the API name for. Note if this field is a related field it will have the ">" symbol next to it; Make sure you pick the correct field in order for the API name to appear correctly. In our example, we were seeking the API name for Property. The field will appear as Property (AP). Clicking on this field will open a third column, from here we'll select Property Name.
11) Click the Insert button to the right
12) Within the formula field, you'll see that Rethink has generated the API name we were initially seeking.
13) I recommend you jot this name down for later use.
14) Lastly, Exit by clicking Cancel.
See the image below for further guidance on the steps above:
Once you've collected all the API names for the fields you would like to include in the list widget proceed to the steps below.
Customizing the List Widget
For this example, we'll remove the RecordType Name field from the List Widget. Additionally, we'll add the Deal Stage field and the Property field which displays the property name.
1) Click on the Setup icon on the top right-hand corner of your screen.
2) Click Setup
3) Access Quick Search on the left-hand panel
4) Type Custom Metadata Type into the search box, the options beneath should narrow the options till you see the link for Custom Metadata Type below your search.
5) Click Custom Metadata Type
See Image Below for Guidance
6) Locate List Display Fields within the listed items.
7) Click on Manage Record to the left of List Display Fields.
Removing Fields from the List Widget
In order to remove fields from the List Widget, you'll have to "Deactivate" those fields. For our example, we'll remove RecordType Name
8) Locate Record Type Name field listed and click the Edit link to the left of it.
9) Uncheck the checkbox labeled Active
10) Click Save
This will redirect you to the list of fields once more.
Adding Fields to the List Widget
From within Custom Metadata Type in setup.
1) Click on Manage Record to the left of List Display Fields.
2) Click on the New button
3) Once here you'll be prompted to fill out a few sections; The first being the field name, Rethink best practices suggest you name this as follows: Object Name - Field Name. For our example, we wanted to add the deal stage for the deal pipeline. Thus, we'll name our field Deal - Stage.
4) Beneath this, you'll see the List Display Field Name. Leave this field blank as it will auto-generate once you have filled the field above it.
5) Next, you'll find a picklist menu for the object which is related to the record you are editing the List Widget for. In our example, we wanted the List Widget to display the Deal Stage and Property both of which are housed within the Deal Pipeline Object so we'll select "Deal from the dropdown menu.
6) Next, you'll see a checkbox labeled Active. We'll want this checkbox becked as this will ensure the field is active. Or it can be used at a later time to deactivate the field (So it no longer displays).
7) Then you have the Field API Names these are the name of the fields we had researched earlier in the article. Paste the values you previously saved here; make sure they are written correctly as they will not display or generate information if the API names are incorrect.
8) Continuing, you have a field called Order this determines the order in which the deals display.
9) Lastly, click the Save button.
Below you'll see a picture indicating the locations of the steps above.
Verifying the Changes in the List Widget
The last step is to enter the List Widget and check if the changes you've made reflect in the list as intended.
Please reach out to Product Support (firstname.lastname@example.org) if you have any questions about Customizing List Widget Display Fields.