Click Reports, then find your Cases by Status report and click Edit. To open the Filters pane, click Filters. Click the filter Industry equals Energy and select Locked.
Full Answer
What is a locked out effective period in Salesforce?
A " locked out effective period " is used to prevent unautorized users trying to login continuously using incorrect passwords. Because the system is locked for a certain time after several incorrect attempts, an unautorized user can't continuously try to log-in. Lockout effective period has no relationship with Session Timeout.
How do I filter list views in Salesforce?
Some list views have predefined filter scopes and can’t be filtered. For example, the SOQL query for a generic Team list view or the Recently Viewed list view doesn’t allow further filtering of the query results. From List View Controls, select Edit List Filters. Alternatively, click .
How to enable/unlock lock filter in Lightning Report?
How to Enable/Unlock Lock Filter in Lightning Report ? 1 Open your desired report in Lightning Experience. 2 Click Edit. 3 From the options on the left, click Filters. 4 Click the Edit icon (pencil icon) beside the Filter Logic (Example: 1 AND 2 AND 3) 5 Click Remove Logic. 6 Click Save. More ...
What does it mean to lock the filters?
Locking the filters seems to make it so you cannot delete or edit the filters values.. We want to leave the fitlers so that users cannot delete them, but still let them change the filter values.. Hi ..
How do I change a locked filter in Salesforce?
Lock Filter in ReportsOpen your desired report in Lightning Experience.Click Edit.From the options on the left, click Filters.Click to Edit the Filter Logic.Click on the locked checkbox.Click Apply.
How do I unlock list filters in Salesforce?
List View Filter option is Blocked in Community PageClick affected Object tab.Click Edit beside the List View.Under "Restrict Visibility" | Check if the List View is: Visible to certain groups of users. Or. ... Make the List View Visible to all users (Includes partner and customer portal users)Click Save.
How do I change filters in Salesforce?
Edit a report.From the Filters pane, click find the cross filter you want to edit. Click Edit. Change primary object, operator, or secondary object. Edit subfilters by changing field, operator, and value. To delete a subfilter, click Remove. ... Click OK.To save the report, click Save.
How do I enable filter logic in Salesforce?
To add filter logic,From the Lightning Experience report builder, click Filters | | Add Filter Logic. ... Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. ... Click Save.
How do I allow users to filter list view?
If you want to create a list view based on the filter changes you've made, click Save As instead....Required Editions and User Permissions.User Permissions NeededTo create, edit, or delete public list views:Read on the type of record included in the list AND Create and Customize List Views AND Manage Public List Views1 more row
How do I edit Inlines in Salesforce?
Go to Setup and search for User Interface. You can also go through the path of Platform Tools > User Interface > User Interface or Build/App Setup > Customize > User Interface (last option). Select Enable Inline Editing and Enable Enhanced Lists then Save. 1.
How do I edit a filter logic in Salesforce report?
From the Salesforce Classic report builder, click Add | Filter Logic. Enter each filter line number, separated by a filter logic operator. For example, (1 AND 2) OR 3 finds records that match both Filter 1 and Filter 2, or Filter 3. Finds records that match both values.
How do I add a filter criteria in Salesforce?
Set Up Data FiltersTo only mask data that meets the filtering criteria, switch Data Filter to Active.Select one of more fields to apply the filter to.Select the operator to apply to the field. ... Select the matching criteria. ... If necessary, add more conditions, and repeat steps 3 and 4.More items...
How do I remove a filter from a salesforce report?
Edit a report.From the Filters pane, find the cross filter you want to delete. To delete the cross filter, and all its subfilters, click Remove.To delete a subfilter on the cross filter, but not the cross filter, click Edit. Find the subfilter you want to delete, and click Remove. ... To save the report, click Save.
How do I not use filter logic in Salesforce?
0:174:32Add Filter Logic (Lightning Experience) | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipNotice that the default logic operators and and it applies filters in the order they were added.MoreNotice that the default logic operators and and it applies filters in the order they were added. This is how filters get applied even if you don't add any filter logic to your report.
How do I create a custom filter in Salesforce?
Create a Custom FilterFrom the App Launcher. ... To the right of the filter picklist, click. ... Enter the name, description, and dates to select. ... Set the field criteria. ... Choose the fields to display. ... Decide whether to share the filter with other dispatchers. ... Click Save.
How do I add a filter to Salesforce dashboard?
Edit a dashboard, and then click + Filter in Lightning Experience or Add Filter in Salesforce Classic. ) to see them. Give the filter a display name or label to identify it. If the filter has many equivalent fields, consider using a name that works for all components.