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Overview

  • A List View is a filtered list of records where you can view records for one object at a time

  • In a list view, you see only the data that you have access to

  • The List View helps to present records in table format i.e it has rows and columns

  • List View provides features like pagination, searching, sorting, data export, etc.

  • One object can have multiple List Views

  • However, one List View can be associated with a single object

Attributes

  • Object-

    • The selected object label is visible there

    • Both standard and custom objects are listed here

  • List View-

    • The selected object list view is visible there

    • One object can have multiple List Views

    • You can select only one List View at a time

    • You can select the List View name from the list

    • List View will be visible once you select an object and List View

  • Table Actions-

    • You can only show two actions, which are visible in the top right corner i.e New, Refresh

    • These actions are mainly used to perform operations

      • New- To create New record you can use New action

      • Refresh- To Refresh record you can use Refresh action

    • Each action has a workflow that actually performs an operation

  • Search Bar-

    • You can use the search bar to find a specific record in the list

  • Filters-

    • This is a temporary filters are used to sort records

    • If you have thousands of records, you can apply a filter, sorting the data according to the filter criteria

    • For more details please refer the link Filter Designer

List View Controls

  • New-

    • Under List View Controls, select New make a new of the current list view

  • Clone-

    • Under List View Controls, click Clone to make a copy of the current list view

  • Rename-

    • Edit the label of list view, and then save your changes

  • Display Fields-

    • Select the fields you want to display on the list view

    • Click Save

  • Search Fields-

    • Select the field in which you want to search the records in the list view

    • Click Save

  • Filter Fields-

    • Select the field you want to apply the filter to in the list view

    • Click Save

  • UI fields-

  • Filters-

    • This is a permanent filters are used to sort records

    • For more details please refer the link Filter Designer

  • Delete-

    • To delete the current list view

  • Config-

    • Basic-

      • Is List View Selectable-

        • This allows the end user to change the List View at runtime

        • If selected it shows a drop-down icon next to the object selector

      • Is Object Selectable-

        • This allows the end user to change the object at runtime

        • If selected it shows a drop-down icon next to the List View selector

      • Table actions-

        • You can create multiple table actions on the List View

        • You can only show two actions, which are visible in the top right corner, and the rest of the actions are displayed under a drop-down at the right

        • These actions are mainly used to perform operations such as create, refresh, etc. on the selected records or unselected records

        • Each action has a workflow that actually performs an operation

        • Steps to create Table Action-

    • Config-

  • Sharing Setting-

  • Variables-

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