One quick work-around is, to add a default record type. If you add record type then you need to filter the list by record type for inline edit. If you don't filter the list view with record type, then you automatically Salesforce disables the list view inline edit.
How to enable inline edit in list view in Salesforce?
One quick work-around is, to add a default record type. If you add record type then you need to filter the list by record type for inline edit. If you don't filter the list view with record type, then you automatically Salesforce disables the list view inline edit.
What happens if we don't filter list view with record type?
If you don't filter the list view with record type, then you automatically Salesforce disables the list view inline edit. Thanks for contributing an answer to Salesforce Stack Exchange!
How do I create and edit permission set list views?
You can create and edit permission set list views to show a list of permission sets with specific fields and permissions. For example, you could create a list view of all permission sets in which “Modify All Data” is enabled. In the Permission Sets page, click Create New View, or select a view and click Edit. Enter the view name.
Is there a way to hide list views?
As long as a List View is shared with the Portal/Community Users, there's no way to hide those if you are using standard out of the box components. Your option here could be to customize the page your are on and utilize lightning:listView if you are building using aura components.
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 a list view in Salesforce?
To “Pin” a list view, Salesforce users simply need to navigate to their object of choice, where they will be presented with the pin icon next to the list view. Once you select which list view you want to pin, hit the pin icon next to the related list.
Who can edit list view in Salesforce?
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 manage 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 change permissions on a view?
Double-click the permission you want to edit. For multiple permission sets, double-click the permission in any of the selected permission sets. In the dialog box that appears, enable or disable the permission. In some cases, changing a permission can also change other permissions.
How do I give custom and create permissions for list views?
Required Editions and User PermissionsClick 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 I enable inline editing in Salesforce list view?
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.
What are the permissions you can give while creating a list view?
Permissions in Profiles/Permission SetsCreate and Customize List Views – This permission gives users the ability to create their own List Views and to customize their own 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.More items...•
How do I unlock list view filters in Salesforce?
ReproOpen a list view in Classic and click "Edit"Add the filter "Date/Time Opened less than TODAY"Click "Save"Open the list view in Lightning.Click the "Filters" icon.All filters will be locked.
What is manage public list views in Salesforce?
If you are an administrator or a user with the “Manage Public List Views” permission, specify whether everyone or just you can see the custom view. This option is not available in Personal Edition. To see a List View, users must also have the appropriate “Read” permission on the type of records within the List View.
How do I hide list views in Salesforce?
As a Salesforce admin or a user with the “Manage Public List View” permission, you can hide the list view, so only you can see it. Click Edit next to the list view name. Select Visible to certain groups of users.
What is the purpose of list views for contacts?
List views are used to quickly segment lists of records, they allow us to action multiple records at the same time.