Slaesforce FAQ

how to unlock filters on list view in salesforce lightning

by Prof. Dorian Ferry III Published 2 years ago Updated 2 years ago

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.

Repro
  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.

Full Answer

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 add a filter to a list view?

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 More ...

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.

How do I unlock filter in list view 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 you unlock a locked filter in Salesforce?

In Lightning Experience it is possible to select whether filters are locked or unlocked....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 edit a list view 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 enable list view controls in Salesforce?

Create a List ViewFrom the App Launcher, find and select the Sales app and select the Accounts tab.From the list view controls ( ), select New.Name the list Channel Customers .Select All users can see this list view.Click Save. ... Click Add Filter.From the Field dropdown menu, select Type.Select the equals operator.More items...

How do you edit list view in lightning?

Edit List View Filters in Lightning ExperienceFrom List View Controls, select Edit List Filters. ... Click the filter you want to change.From the Filter by dropdown menu, select an operator. ... For Value, make a selection or enter a value, then click Done. ... Adjust your filter logic if needed.More items...

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 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 I edit a list view column in Salesforce?

In the far right of the Search Results column, clickand select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove.

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.

How do I enable list view controls?

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 restrict list views 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 .More items...

How do I lock a list view 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.

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