Details View

A Details View displays record details directly in the view. Depending on the use case, it can show multiple records or only the first record.

Show Multiple Records
Show Only the First Record

Create a Details View

In a worksheet, click the button to create a new view, select Details, and configure the view settings.

Configure the Details View

Number of Records

Determines how many records are displayed in the Details View:
- Standard (Multiple): Displays record cards on the left and the selected record's details on the right.
- Details Only (Single): Displays only the first record based on the view's current sort order and filters. The record details open directly with the view.
Action Bar and Record Title

Controls whether the action bar and record title are displayed at the top of the record details. The action bar includes options such as Print and Favorite.
Close Sidebar

When enabled, the discussion and log sidebar is collapsed by default when record details are opened. It can still be expanded manually.
Card Settings

When multiple records are displayed, configure how record cards appear. Learn more

Open a Specific Record with URL Parameters

Use URL parameters to filter a Details View and open a specific record directly. For example, in a worksheet that stores employee information, a name can be passed in the URL to display the corresponding employee record.

Create a URL Parameter: Add a URL parameter in the view settings. For example, set the parameter name to name.
Display a Single Record: Set Number of Records to Details Only (Single).
Filter Records by the URL Parameter: In the view filter conditions, set the First Name field to equal the name parameter.
Pass the Parameter in the URL: Copy the public sharing link or internal member link for the Details View, then append the parameter to the URL.