{"id":14280,"date":"2024-10-29T22:15:02","date_gmt":"2024-10-29T22:15:02","guid":{"rendered":"https:\/\/learnsuite.pcrecruiter.net\/site\/?post_type=docs&#038;p=14280"},"modified":"2025-09-09T20:38:02","modified_gmt":"2025-09-09T20:38:02","password":"","slug":"record-view","status":"publish","type":"docs","link":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/records\/record-view\/","title":{"rendered":"Record View"},"content":{"rendered":"\n<p>When viewing any <a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/search\/editing-views\/\" data-type=\"docs\" data-id=\"11181\">Record Grid<\/a> or <a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/lists\/configuring-rollup-lists-new\/#viewing-the-grid\">Rollup List<\/a>, clicking on the record&#8217;s icon will cause a preview of that record to fly in from the right side of the screen.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"364\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Full-Name-Record-1024x364.png\" alt=\"\" class=\"wp-image-16011\" style=\"width:899px;height:auto\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Full-Name-Record-1024x364.png 1024w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Full-Name-Record-300x107.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Full-Name-Record-768x273.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Full-Name-Record-1536x546.png 1536w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Full-Name-Record-2048x728.png 2048w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Full-Name-Record-360x128.png 360w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Full-Name-Record-1568x557.png 1568w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\">Working with the Preview<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Show Full View: Click these angled arrows to open the record full-screen.<\/li>\n\n\n\n<li>View in New Tab: Click the arrow in the square to open the record in a new browser tab.<\/li>\n\n\n\n<li>Close Preview: Closes the fly-out.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1273\" height=\"106\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/PCRM-Buttons-Full.png\" alt=\"\" class=\"wp-image-16012\" style=\"width:754px;height:auto\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/PCRM-Buttons-Full.png 1273w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/PCRM-Buttons-Full-300x25.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/PCRM-Buttons-Full-1024x85.png 1024w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/PCRM-Buttons-Full-768x64.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/PCRM-Buttons-Full-360x30.png 360w\" sizes=\"auto, (max-width: 1273px) 100vw, 1273px\" \/><\/figure><\/div>\n\n\n<h3 class=\"wp-block-heading\">Navigating the record<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Records contain various information and action icons that allow you to interact with the record.<\/li>\n\n\n\n<li>All underlined information at the top of the record can be clicked to navigate you to specific tabs or other records in the database.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"561\" height=\"177\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-55.png\" alt=\"\" class=\"wp-image-13303\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-55.png 561w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-55-300x95.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-55-360x114.png 360w\" sizes=\"auto, (max-width: 561px) 100vw, 561px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Hovering your mouse over the information icon to the right of the record name will show you quick details regarding the record.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"496\" height=\"193\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-56.png\" alt=\"\" class=\"wp-image-13304\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-56.png 496w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-56-300x117.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/09\/image-56-360x140.png 360w\" sizes=\"auto, (max-width: 496px) 100vw, 496px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the upper right hand corner are your quick actions which allow you to quickly modify or interact with that record.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1275\" height=\"136\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Record-Buttons.png\" alt=\"\" class=\"wp-image-16014\" style=\"width:726px;height:auto\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Record-Buttons.png 1275w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Record-Buttons-300x32.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Record-Buttons-1024x109.png 1024w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Record-Buttons-768x82.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Record-Buttons-360x38.png 360w\" sizes=\"auto, (max-width: 1275px) 100vw, 1275px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>In the lower half of the record you will see various tabs pertaining to different information connected to that record. These tabs can be reorder by clicking the down arrow (Change order) to the right of the last visible tab. By dragging and dropping the tabs you are able to reorder them to ensure the information that is most relevant to you is easily accesible. Clicking on the desired tab from this list will jump you to that information.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1273\" height=\"811\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Tabs.png\" alt=\"\" class=\"wp-image-16015\" style=\"width:704px;height:auto\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Tabs.png 1273w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Tabs-300x191.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Tabs-1024x652.png 1024w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Tabs-768x489.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Highlight-Tabs-360x229.png 360w\" sizes=\"auto, (max-width: 1273px) 100vw, 1273px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Each record has a tab which is referred to as a <strong><a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/records\/record-workspace\/\">Workspace<\/a><\/strong>. This is a customizable dashboard with a number of different widgets unique to each record type. The layouts for each record type can be customized and will be reflected for all records of that specific type within your database.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1008\" height=\"658\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Workspace-tab-PCR10.png\" alt=\"\" class=\"wp-image-14290\" style=\"width:699px;height:auto\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Workspace-tab-PCR10.png 1008w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Workspace-tab-PCR10-300x196.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Workspace-tab-PCR10-768x501.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Workspace-tab-PCR10-360x235.png 360w\" sizes=\"auto, (max-width: 1008px) 100vw, 1008px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>The <strong>Details<\/strong> tab contains all the potential fields in your database connected to that record. This tab has various filters and search options while also allowing you to edit the information connected to each record.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"989\" height=\"644\" src=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Details-Tab-PCR10.png\" alt=\"\" class=\"wp-image-14291\" style=\"width:702px;height:auto\" srcset=\"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Details-Tab-PCR10.png 989w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Details-Tab-PCR10-300x195.png 300w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Details-Tab-PCR10-768x500.png 768w, https:\/\/learnsuite.pcrecruiter.net\/site\/wp-content\/uploads\/sites\/7\/2024\/10\/Details-Tab-PCR10-360x234.png 360w\" sizes=\"auto, (max-width: 989px) 100vw, 989px\" \/><\/figure><\/div>\n\n\n<ul class=\"wp-block-list\">\n<li>Each record type is different so we will dive deeper and breakdown each record type in the subsequent sections. You can also click the link below to see details on the specific record type you wish to see.\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/records\/name-records\/\">Names<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/records\/adding-companies\/\">Companies<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/records\/position-records-new\/\">Positions<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>When viewing any Record Grid or Rollup List, clicking on the record&#8217;s icon will cause a preview of that record to fly in from the right side of the screen. Working with the Preview Navigating the record<\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[98],"glossaries":[],"doc_tag":[],"knowledge_base":[26],"class_list":["post-14280","docs","type-docs","status-publish","hentry","doc_category-records","knowledge_base-pcrm","entry"],"year_month":"2026-04","word_count":362,"total_views":"374","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"PCRecruiter","author_nicename":"arothman","author_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/author\/arothman\/"},"doc_category_info":[{"term_name":"Working with Records","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/records\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"PCRM","term_url":"https:\/\/learnsuite.pcrecruiter.net\/site\/docs\/pcrm\/","term_slug":"pcrm"}],"knowledge_base_slug":["pcrm"],"_links":{"self":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/14280","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/comments?post=14280"}],"version-history":[{"count":7,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/14280\/revisions"}],"predecessor-version":[{"id":16016,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/docs\/14280\/revisions\/16016"}],"wp:attachment":[{"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/media?parent=14280"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_category?post=14280"},{"taxonomy":"glossaries","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/glossaries?post=14280"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/doc_tag?post=14280"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/learnsuite.pcrecruiter.net\/site\/wp-json\/wp\/v2\/knowledge_base?post=14280"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}