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- Arrange the fields in the search layout
- Arrange the fields in list views
List Views
List View are tabular display of records
- Select display type (Table / Kanban)
- Create filter to show only subset of the records
- Select fields to display
Search Views
- Search layout should look like the “All” list view
- Recently viewed items are configured in the search layout
List View
Each process object has a list of tables, where each table contains the different records in the object according to certain filters. This list is the “List View” of the object.
- Clicking on the thumbtack will pin the chosen list view and set it as the default list view.
- Clicking on the small arrow, next to the list view headline, will open the list.
Clone a List View
Click on the small setup gear icon
Choose the “Clone” option
Change List View Fields
Click on the small setup gear icon
Choose the “Select Fields to Display” option
Select fields from the left box and click on the upper arrow to move them to the right box
Click “Save”
The list view will now show with all selected fields
Change List View Filters
Click on the small setup gear icon
Choose the “Edit List Filters” option
“Filters” window will open on the right
“Filter by Owner” displays records owned by the user
Change List View Filters
“Status” displays records with status fields equal to the ones set in the filter
Click on “Add Filter” allows to create new filters on any wanted field
How to update the recently viewed listview
For most list views, your users can select which fields to display and how to order the view columns. However, they can’t edit the recently viewed list on object home pages. Only local admins can select and order the fields to display for the recent records quick list.
- A. Open the object for the Recently Viewed list you want to modify.
- B. Click on the Setup icon (gear icon) and select Edit Object [#1]
- C. From the menu of links at the top of the page, click Search Layouts . [#2]
- D. From the far right of the Default Layout row, click on the arrow and select Edit .
- E. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add . To remove columns, select one or more fields from Selected Fields and click Remove . [#3]
- F. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down .
- G.Click Save .
How to update a standard listview (not recently viewed)
For most list views, your users can select which fields to display and how to order the view columns. However, they can?t edit the recently viewed list on object home pages. Only local admins can select and order the fields to display for the recent records quick list. Here are the steps of selecting which fields to display in a standard list views (not recently viewed)
- A. Select a list view from the dropdown menu [#1]
- B. Click on the gear icon and Select Fields to Display
- C. To add columns to the list, select one or more fields from Available Fields and click Add . To remove columns, select one or more fields from Selected Fields and click Remove . [#2]
- D. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down .
- E.Click Save .
Editing fields from list view
When an object has more than one record type the edit option won’t be available by default. In other cases, go to Setup -> User Interface and uncheck the ‘Enable Inline Editing’.
Hide list view from portal users
Portal Users can see all public list views unless the list view is shared with specific group(s). Go to the list view–> click on the gear icon–> enter the ‘Sharing Settings’–> choose the required groups/roles that will be able to see the list view (user that isn’t assigned to this group won’t see the list view).