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.
- Open your desired report in Lightning Experience.
- Click Edit.
- From the options on the left, click Filters.
- Click the Edit icon (pencil icon) beside the Filter Logic (Example: 1 AND 2 AND 3)
- Click Remove Logic.
- Click Save.
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 ...
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 remove logic from a filter?
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.
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 ..
Why are my filters locked in Salesforce?
We use filters to see the data that we want. In salesforce we can lock filters to prevent people from editing a field filter while reading the report in Lightning Experience. In Lightning Experience it is possible to select whether filters are locked or unlocked.
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 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 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 edit a filter 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 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 you remove a filter from a report?
ProcedureClick a data container object that contains a filter.To remove all filters from the object, in the report object toolbar, click the Filters icon. and click Remove All Filters.To edit a filter or remove a single filter, in the report object toolbar, click the Filters icon. and click Edit Filters.
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 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'.
What is cross filter in Salesforce?
Use a cross filter to fine-tune your results by including or excluding records from related objects and their fields, without having to write formulas or code. You can apply cross filters by themselves, or in combination with field filters.
How do I apply a filter in Salesforce?
Filter a Report in Lightning ExperienceOn the Reports tab, click a report to open it.Click Edit.Select the Filters tab.Click Add Filter and select a Field Filter from the list. ... Select an operator for the filter and type the filter value in the next field. ... Click Apply.
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...