Action Views Component

Action Views is one of the components available from the palette on a related content pane. This component provides all the Action Views functionality that is also available from the Action Views tab. You can inquire on your FinancialForce Reporting data as well as any other data held on the Salesforce platform.

When you configure this component you enter a Label name, then select from picklists:

  • An Action View Template to define the content and structure of your action view
  • A Filter Field: this is automatically populated with your driving object if there is just one related field. If your action view template includes multiple fields that use your driving object, then you can choose the field to filter.