3.2.2.3. Switch Views

*SharePortals will display records and fields using whichever SharePoint view has been set as default for that record type.

The primary way to change to another view in SharePortals is by using the View dropdown while viewing the record list.

For example, to change the view for the Accounts record type, click on Accounts in the top menu on the SharePortals front page, which will take you to the Accounts record list.

Now click on the Views dropdown button (the magnifying glass icon at the top right of the record list):

This will display a list of the current views, followed by view editing options. Click the view you want to switch to from the list to change to that view.