Display the data of one single section.

The section view, previously known as workflow view, is a new view type that only shows one section at a time. The section view is similar to the sections view in that you can view and edit the data for a particular section, but it is lighter.

You can use the section view for:

  1. Steps in the workflow. When a step in the workflow needs to update the value for a particular section, this section view will be opened

  2. The notes view. The sections can be inserted into notes and opened from there for further editing.

Open section view

When a record is open, under the Overview tab, click a section from the Sections to open a new tab.

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