When filters are added to a list view in Classic, the filters may show as locked when viewing the list view in Lightning. Repro 1. Open a list view in Classic and click "Edit" 2. Add the filter "Date/Time Opened less than TODAY"
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- 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 to remove logic from a report in lightning experience?
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.
Can I add filters to my Lightning account?
All filters will be locked Use Classic OR remove filters from Classic and add filters in Lightning. Any unreleased services, features, statuses, or dates referenced in this or other public statements are not currently available and may not be delivered on time or at all.
How do I unlock filters in list view 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.
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 edit list views 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 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 change the 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 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 to list view?
To make the view displayable on a board, edit the filters on your list view. On the Filters panel, select Add Filter. Choose Opportunity Record Type and the equals operator, then input the value of the record type you want. Your edited list view can now be displayed on the board.
How do I give access to a list view?
Name the Public Group via the "Label" field. Select Users under the "Search" drop-down. Add the specific user(s) with whom you want to share the list view. Click Save.
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 you lock a report filter?
Lock Filters on the Run PageClick 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.Click Save & Run.From the report run page, click. .
Can you lock Salesforce reports?
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. We can prevent users from customizing the information in the reports.
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'.