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Customize the View By Dropdown List in Enterprise Sales Management (Managed Package)

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Customize the View By Dropdown List in Enterprise Sales Management (Managed Package)

To add options to the View By dropdown list, configure the ESM/CustomViewSetup integration procedure.

Managed Package Icon This feature is part of the Communications Cloud managed package.

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer editions

REQUIRED USER PERMISSIONS
To configure Omnistudio components:	Omnistudio User

By default, the View By dropdown list shows the Product Name and No Grouping options.

Edit the ESM/CustomViewSetup integration procedure.
In ReadOnlyFields, add the "isGroupable": true attribute for a field you want to edit.
For example, to show Action as an option in the View By list, add "isGroupable": true for the Action field.
Save your changes.

See Also:

OmniStudio Integration Procedures

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