A custom object tab in an application is a navigational element that, when clicked, displays data for the corresponding object. For example, when you click on Invoices in the Warehouse app, you see a default list view of the most recent invoices that you've touched. This tutorial teaches you more about views and how to create custom views to meet specific needs.


You must complete all previous tutorials in this series, starting with Quick Tutorial 1: Build a Cloud App in 5 Minutes.

Step 1: View a List of Invoices

Log into your DE org, select your Warehouse app, and click the Invoices custom object tab.

Qs7 invoice recent.png

By default, the Recent Invoices view displays your most recently viewed records — notice the pick list in the upper right corner of the view. You can update the view display by changing the pick list to Recently Created and various other options.

Now click Go to switch from the Recent Invoices view and display a list of All invoices.

Qs7 invoice all.png

Notice how the All view sorts records alphabetically and provides navigation controls for large lists. So, right out of the box, you have several default views that list invoices. But what if you need a custom view? No problem.

Step 2: Create a New View

In this step, you create a custom view that shows only invoices with a status of Closed. On the Invoices: Home page, click Create New View and name it "Closed Invoices."

Qs7 view1.png

Show all invoices that you can access, and specify a filter criteria: Status equals Closed.

Qs7 view2.png

A custom view shows only the fields you select. Update the Selected Fields list as follows.

Qs7 view3.png

Notice that you can restrict the visibility of this view. That's a really important feature because you can create views of data for everyone in your company, groups of people, or a view that only you can see. Choose Visible only to me and then click Save.

Step 3: Try Out the App

To display the new Closed Invoices view from anywhere in the app, click the Invoices tab, select Closed Invoices, and click Go. When your screen refreshes, you might not have any invoices in the new Closed Invoices view — that's because all your invoices have a status of Open. If this is the case, edit one or more invoices and change the status to Closed. Now go back to your view of closed invoices and notice the power of custom views.

Qs7 view4.png

Tell Me More

At this point, you might think that views are read-only displays of data for a custom object — not so. In the new Closed Invoices view, move your mouse over the Status field for a specific invoice. Notice that a pencil icon appears in the field, indicating that the field is editable inline, right from the view. Double-click the Status field and the app provides you a way to edit the field.


Next Steps

This tutorial shows you how to begin customizing the user interface for the Warehouse app. The next tutorial continues down this learning path by showing you how to customize the page layout for an invoice and related line items.