Close details pane in Dynamic View at save

Kristin Stoddard

My users are finding it cumbersome to have to manually close the details pane in Dynamic View after they record information and Save. They are also concerned that the data may not have actually saved. Is there a setting I can adjust to force the details pane to close when they hit save? It seems like an oddity that it does not do it automatically.

I don't see a way to disable the details pane from popping up in Dynamic View. We are using a report in the DV specifically for filtering data and thereby do not need the details pane. Is there a setting I am missing?

Thanks!

Genevieve P.

Hi @Kristin Stoddard

There currently isn't a way for the details panel to automatically close when the "Save" button is hit, your users will need to click the small "x" button in the top right corner as they've been doing. Please feel free to submit an Enhancement Request to our Product team when you have a minute, so they're aware that this is something that you would find useful!

Similarly, since the details panel is the only way to edit/add data in Dynamic View, there is no way to turn off the functionality of it popping up when you click on a row. You can adjust what content is displayed in the panel, but the panel itself is a set part of the Dynamic View design.

I hope this helps!

Cheers,

Genevieve

Genevieve P.

Hi @Kristin Stoddard

There currently isn't a way for the details panel to automatically close when the "Save" button is hit, your users will need to click the small "x" button in the top right corner as they've been doing. Please feel free to submit an Enhancement Request to our Product team when you have a minute, so they're aware that this is something that you would find useful!

Similarly, since the details panel is the only way to edit/add data in Dynamic View, there is no way to turn off the functionality of it popping up when you click on a row. You can adjust what content is displayed in the panel, but the panel itself is a set part of the Dynamic View design.

I hope this helps!

Cheers,

Genevieve

Kristin Stoddard

Thanks @Genevieve P. I thought so but wanted to ask the experts! I'll go ahead with that enhancement request.

Have a wonderful day!

Kristin