Updating Standard Dataviews

When you upgrade your FinancialForce products, you may be able to update your standard dataviews:

  1. When you open your dataviewClosed Defines the object data that Action Views can interrogate. This can be one or more objects. to edit it, click Update this standard dataview. A popup window lists the fields and actions that you can add. By default, all are selected.
  2. Deselect the fields and actions that you do not want to add, then click Add.
  3. [Optional] If necessary, you can return to add remaining fields and actions later.
  4. Click Save to save your dataview.