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Display a field more than once in Record View

Neil Conacher

We have a scenario where during Opportunity record creating and progression, certain fields are laid out in a way that suits the users who carry out this part of the process.

Subsequently there is an approval process carried out by a certain user/role where some of the information would be better presented in a different way.

One option for this is Role Based Views but I have tended to avoid using these as it involves an extra layer of on-going administration

Is there an alternative approach not using RBVs and which does not involve, say, creating duplicate calculated fields which get updated from the original field.

Mainly curious if anyone has taken a different approach - essentially using  a single field definition but placing it on a second tab or panel in Record View

Thanks

Neil

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    We had a request to show the same field on two different panels, I tried a few things and convinced my users NOT to do that, it was causing all sorts of problems. I don't recall the details now, but basically it was impossible to know if the correct value was the one on one tab or the other when the save was clicked. I don't recommend that approach.

    Maintaining multiple views is extra work but I would say it is your best approach if you have to have two different views.

    If you are lucky enough to work with a version that allows role based views it is probably easier for you that it is for me on Professional, which does not support Role based views.

    Francesca

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    We had a request to show the same field on two different panels, I tried a few things and convinced my users NOT to do that, it was causing all sorts of problems. I don't recall the details now, but basically it was impossible to know if the correct value was the one on one tab or the other when the save was clicked. I don't recommend that approach.

    Maintaining multiple views is extra work but I would say it is your best approach if you have to have two different views.

    If you are lucky enough to work with a version that allows role based views it is probably easier for you that it is for me on Professional, which does not support Role based views.

    Francesca

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