iPhone - Dynamic Display
Dynamic Display offers an intuitive approach to displaying your data, allowing you to precisely choose which fields to display, customize their presentation, and arrange them in the desired order in the list view.
Two Modes
Dynamic Display can be used in two modes: web setup and mobile setup.
Web Setup: The primary purpose of this mode is to mirror the display settings on the web and provide a limited selection of customization options.
Mobile Setup: Mobile users may truly take control of their viewing experience in this mode through extensive customization options.
Important Know-How:
Preview Pane
The preview pane will reflect the user's current view along with any changes they've made to it. This will let them see how their customization will affect the final look of the view.
Selecting Fields
This section is where all the magic happens. Here, users may experiment with several approaches to data visualization and choose the one that works best for them.
i. HEADING
Font size and weight have been increased in this layout to draw attention to the most important content first. A header may be chosen by dragging and dropping a field onto it, or it can be selected with a few taps.
ii. SUBHEADING
You may think of this as the second-most noticeable part of the layout. It contains two fields, H1 and H2, along the leading and trailing ends of the layout. There can be two or more sub-headers underneath the header, depending on the layout you've chosen.
iii. ITEMS
This part of the layout is useful for displaying multiple pieces of data. Each field contained here is separated by the bar "|" symbol.
Drag and Drop Support
The number of steps required to reorder or select fields can be reduced significantly with the help of drag and drop actions. Drag and drop can be used in the following scenarios:
i. Between layouts
- To reorder the layouts
- To swap fields in and out of the layout
- To add a field to an empty layout
ii. Inside the Items layout
- Reorder fields easily inside the layout
Swap is not supported inside this layout to maintain a smooth reordering experience.
iii. Removing fields from a layout
- Drag any field from the layout and drop it on the "Delete" icon at the bottom to remove it from the layout.
Advanced Options
You'll find a button marked "Advanced Options" located at the bottom of the screen. By accessing this section, you can make modifications that go beyond just choosing fields. The available configurations are organized into distinct tabs that you can access by navigating horizontally.
Image tab
This tab includes all the customization options related to the image displayed in the view, such as the profile image of a record, as well as the stage or probability of deals.
Style tab
You can adjust the style of each card in the display using the options found here, such as the layout style (whether Card or List) and whether to display icons.
Actions tab
The appropriate action for each module can be configured in this tab. For example, you can choose to have a call button appear with each record in the Contacts module.
Note: The actions tab is available only in the advanced options for Contacts and Tasks modules.
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