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View Rules not being applied as expected - Known Error
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KB0529849

View Rules not being applied as expected


4034 Views Last updated : Oct 16, 2023 public Copy Permalink
KB Summary by Now Assist

Description

Views are inherited from the last object looked at, and are applied on subsequent viewings of a form from the same table. When opening a record form in a source list, the Default View of the form is applied in the absence of any applicable View Rule.

For example, moving from the Software view of the form to another form where no View Rule applies, the Software view is inherited, regardless of the target task category. That view is applied until something happens to change it, like another view rule that specifies the Default view when the category is NOT software.

Steps to Reproduce

  1. Open an incident record.
  2. Right-click in the form header bar and select Configure > Form Layout.
  3. In View name, select New.
  4. Type software.
  5. Click OK. 
  6. Remove some fields from the Selected column.
  7. Click Save.
  8. Navigate to System UI > View Rules.
  9. Click New.
  10. Enter the following information:
    • Name: software
    • Match conditions: all
    • Table: incident
    • View: software
    • Condition: [Category] [is] [Software]
  11. Click Submit.
  12. Navigate to Incident > Create New.
  13. Set Category to Software.
  14. Click Submit.
  15. Navigate to Incident > Open.
  16. Using the blue arrow, scroll until you pass more than one incident with a Category of Software.
  17. Scroll up.
    The view is stuck with a Category of Software and does not change, even if the category is not software.

Workaround

Flushing the instance cache resets the last view applied to the default view.


Related Problem: PRB589307

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