Like summary views, headlines allow you to display aggregated values but they provide more visually appealing presentation.


The key difference between headlines and summaries is that for headline you can provide "reference point" - a value to compare calculated value to. In this case the headline displays up or down arrows based on comparison result and highlights the value with red or green depending on whether the higher value is better or worse.

To create a Headline View, select the Headline option from the list of view types and click Next. The system will display the Headline View form comprising the following sections:

Headline View General.png

Name Enter a name of a new headline view.
Notes TheNotes field can hold any developer’s comments that need to be kept for this view. The comments will be visible in the Setup mode only.
Show In Menu Leave this option checked if the view should be displayed in the menu.
Category Enter a category name if you want to group view under a category.
Highlight Color Select a color to highlight this view in the list displayed in the menu.
Icon This option allows to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices.
Access If you want to restrict access to the view for your users basing on their roles, select the Restrict access right by role checkbox and choose what roles will have access to this particular view.


Filter The Matching section is intended to set the filter criteria for the records that will be displayed in the view.


Columns In the Columns to calculate section you can select one or several columns, you want to include into the Headline view.

Headline View Advanced.png

The Advanced options section is intended to specify additional options:

Show Difference In the Show Difference section you can specify the Reference Point Filter. It defines the value you want to compare the calculated value to. If this Reference Point Filter checkbox is checked, you can select criteria for the Reference Point filter.
Enable Embedding This option allows you to copy/paste simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views.

Help option.png

Help When the Help text property is filled in, a view page displays small dropdown titled Help just under the tab bar. On user’s click it extends toward the bottom displaying the text you’ve typed.

When finished, click Save to create a new view; click Cancel to discard changes.