Custom View

Custom Views can be created for various types of records within the R-Service (RR Tech Service Management) system, including custom collection. Filters can be assigned to Custom Views, allowing you to display records that meet the specified criteria. Custom Views can then be linked to a proposal for a custom field. This is a special type of field that can be included in UI extension. Once a Custom View is linked to a proposal for a custom field, users will be able to use this field to select any record included in the Custom View, even if these users do not have permission to open those records.

Only people with the role directory designer role, directory administrator role, account designer role, or account administrator role can manage these Custom View within this accounts.

The custom view fields page provides recommendations on how to use each field within the Custom View form.