how to lock list view filters salesforce

1. Open a list view in Classic and click "Edit"
2. Add the filter "Date/Time Opened less than TODAY"
3. Click "Save"
4. Open the list view in Lightning
5. Click the "Filters" icon
6. All filters will be locked

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 do I use list views in Salesforce lightning experience?

If you see the App Launcher icon () on the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If not, you're in Salesforce Classic. Actions you can take for list views are available in the List View Controls menu . Some list views have predefined filter scopes and can’t be filtered.

Why are my list view filters locked in Lightning?

When a list view includes filter logic and any filtered field besides the final filter is deleted, the filters will become locked in Lightning. Opening the fields panel in Lightning will return the following error message:

How do I filter a list of items in a view?

Enter the view name. Under Specify Filter Criteria, specify the conditions that the list items must match, such as Modify All Data equals True. Type a setting name, or click to search for and select the setting you want. Choose a filter operator. Enter the value that you want to match.

How do I lock a 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 restrict editing list view in Salesforce?

In the Permission Sets page, click Create New View, or select a view and click Edit. Enter the view name. Under Specify Filter Criteria, specify the conditions that the list items must match, such as Modify All Data equals True . to search for and select the setting you want.

Can you lock report filters in Salesforce?

Lock Filters on the Run Page 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. Click Apply.

How do I control list view in Salesforce?

Actions you can take for list views are available in the List View Controls menu .Under List View Controls, select New. ... Give your list a name and unique API name.Choose who can see this list view: just you, or all users, including Partner and Customer Portal users.Click Save.More items...

How do I turn off list view controls in Salesforce?

If editing the profile isn't suitable for you, you can go to Setup > Create > Objects > YourObject (for Custom Object) and search for YourObject List View in the Search Layouts section. When you click Edit, Salesforce will show up a page where you can enable/disable the buttons that appear in list views.

How do I allow users to filter list view?

Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don't have permission to edit this list view. ... In Specify Filter Criteria, change your Filter By Owner selection, if desired. ... Click Save to apply your edited filters to the list view.

How do I lock a field in Salesforce?

Using Record Type & Page Layouts: Create two different record types say “Open” & “Locked” and change the record type of the record using workflow field update or trigger. And then create a separate page layout for the “Locked” record type with all fields marked as 'Read-Only'.

How do you lock a report?

ProcedureSelect the report name from the Available Reports pane, which is on the right side of the Manage Report Templates window.Right-click on the report. Select Lock to lock the report. Select Unlock to unlock the report.

How many filters can a salesforce report have?

In Salesforce Classic, filter your report from the report builder. ). You can edit existing filters from the filters pane, but you can't add new ones. Each report supports up to 20 field filters.

How do I customize list view in Salesforce?

Create a Custom List View in Salesforce ClassicClick Create New View at the top of any list page or in the Views section of any tab home page. ... Enter the view name. ... Enter a unique view name. ... Specify your filter criteria. ... Select the fields you want to display on the list view. ... Click Save.

How do you make a list view default in Salesforce?

2. Default List View as a TabNext, select the drop-down arrow next to the object to show more options. Click on the bottom menu item that allows you to open the list view in a new tab.If you look at the end of your navigation bar, you should see the tab you have just opened.

What is manage public list views?

Manage Public List Views – This permission gives the user the ability to share and edit any public List View regardless of the object.