--- title: Learn how to control which fields appear (and whether they’re view-only or editable), set the display order of tabs and fields, and configure list-vs-board views for any object’s detail page in WoodsPortal. description:   Overview The Detailed Record View in WoodsPortal lets you present an Overview tab alongside Files, Notes, and Tickets (or other object tabs). You decide image: https://digitalwoods.io/hubfs/Gemini_Generated_Image_4tbhdo4tbhdo4tbh.webp --- [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) [Get Started Free](https://app.woodsportal.com/login) Book a Demo [![woods-portal-dark](https://digitalwoods.io/hubfs/woods-portal-dark.png)](https://digitalwoods.io/) - [Home](https://woodsportal.digitalwoods.io/) - [Pricing](https://woodsportal.digitalwoods.io/pricing) - [Knowledge Base](https://digitalwoods.io/resources/knowledge-base/install-woodsportal-and-complete-first-time-setup) - [FAQ](https://woodsportal.digitalwoods.io/faq) - [Contact](https://woodsportal.digitalwoods.io/contact) ###### Follow Us Book a Demo [Home](https://digitalwoods.io/) [Blog](https://digitalwoods.io/resources) Knowlege-Base Share # Configuring the Record Detail View in WoodsPortal ![featured\_image](https://digitalwoods.io/hubfs/Gemini_Generated_Image_4tbhdo4tbhdo4tbh.webp) Content Index   ### **Overview** The Detailed Record View in WoodsPortal lets you present an **Overview** tab alongside **Files**, **Notes**, and **Tickets** (or other object tabs). You decide which properties display, set view vs. edit access, and control the order in which tabs and fields appear in both table (list) and board views. --- **Before you begin** - **Admin permissions**: You must be a **Super Admin** or **Partner Admin** in HubSpot. - **CMS permissions**: Access to **Website Pages** and **Design Manager** in HubSpot. --- ### Step-by-Step Instructions 1. **Open the Object Configuration** - In WoodsPortal Admin, go to **HubSpot Objects** \> select your object (e.g., **Tickets**) \> **Configure**. 2. **Select Properties for Detailed View** - In the **Properties** tab, toggle **Display** on for each field you want in the Overview tab. - Under **Access**, choose **View-only** or **Editable** for each property. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/Screenshot%202025-07-03%20at%206-19-13%E2%80%AFPM-png-1-2.png?width=1291&height=328&name=Screenshot%202025-07-03%20at%206-19-13%E2%80%AFPM-png-1-2.png) 3. **Customize List & Board Views** - In the **List View** section, toggle **Display** on for each column you want in the table view. - In the **Board View** section, toggle **Display** on for each property you want as a card or lane. 4. **Rename Display Labels** - Click a field’s current label (e.g., “Ticket Description”) in the **Properties** tab. - Edit the label text (e.g., “Description”) and click **Save**. 5. **Set Display Order** - Switch to the **Display Order** tab. - Under **Overview**, drag properties to reorder how they appear on the Overview tab. - Under **List View**, drag columns to set their left-to-right order. - Under **Board View**, drag properties to define the sequence of cards or lanes. - Click **Save**. ![](https://digitalwoods.io/hs-fs/hubfs/Imported_Blog_Media/Screenshot%202025-07-03%20at%206-28-42%E2%80%AFPM-png-2.png?width=1291&height=334&name=Screenshot%202025-07-03%20at%206-28-42%E2%80%AFPM-png-2.png) 6. **Verify Your Changes** - In your live portal, open a record under the object’s tab. - Confirm that: - The Overview tab shows your chosen fields in the specified order. - The table view columns match your List View settings. - The board view cards or lanes reflect your Board View order. --- **Troubleshooting** | Issue | Resolution | | --- | --- | | Property missing from Overview | Ensure it’s toggled **Display** on under **Properties** for that object. | | Field still editable after setting view-only | Double-check the **Access** setting and click **Save**; then refresh the portal page. | | List or board view order not updated | Confirm you reordered items under **Display Order** and clicked **Save**, then refresh the portal UI. |   ---   Share this article: ### Have a project in mind? 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