How do I customize the view of the Custom Employee ref app in Leads?

To perform this custom view, you have to add the custom ref app field from the master layout.

Steps to add the ref app field

• Login and access the Leads app from the universal menu.
• Click on the More(...) icon and select the Settings.

• In the Master Layout, click on the Customize app and select the Master Layout.

• From the Master Layout, you can view the Pallette on the right side.
• Scroll down to view the Ref app and Ref app field.

• Drag and drop the Ref app to the layout.

• Click on the Ref app, you will be redirected to the Inspector tab on the right side.
• In the Inspector tab, you can customize the attribute.
• Change the Name of the Attribute in the Name.

• Scroll down to view the Reference Object Details, select the Employee App from the App.

• Click on the Reference App Field, change the name of the Attribute in the Inspector tab.

• Scroll down to view the Reference Fields Details.
• Select the added Reference app in the Reference object.
• In the Reference field, select the Employee ID.

• Save the Changes.

Steps to create a custom view with this Ref app

• Click on the Views on the Left panel and click on the Create button.

• Add the Title and description in the Create view.

• In the Criteria, select the added reference app by using the Insert Attribute.

• Select the operator “=” and select the Dynamic and Login User.
• By setting this criterion, the leads are created by the login you will be visible in this custom view.

• Then, click on the Create button.

• Now, go to the Leads home page, you can view the Create view on the left panel.
• Click on the Created view, you can view all the Leads that are created only by the login user.