- Click 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 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 ...
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 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 ...
How do I remove logic from a filter in Excel?
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.
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 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 give access to Listview in Salesforce?
Salesforce ClassicNavigate to Setup | Manage Users | Public Group.Click New.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 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 enable manage public list views?
To give 'Manage Public List Views', you need to create a custom profile. On that custom profile ensure that Manage Public List Views is checked on. Then set the profile for that user to the custom profile you created. To do this, you need Enterprise or Unlimited Edition.
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.
In which way can't you restrict the visibility of a list view?
Unfortunately, there is no way to restrict list views to queue members only. So how do you get around this? A good solution is to combine queues (to manage ownership) and public groups (to manage visibility). For example, let's say you have a customer service team that's dedicated to supporting your gold partners.
How do I edit list views?
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...
What are the permissions you can give while creating a list view?
To see a List View, users must also have the appropriate “Read” permission on the type of records within the List View. Alternatively, Enterprise, Unlimited, and Developer Edition users can specify a public group, role, or role including all users below that role to see the custom view.
How do I assign a user to list view?
In the Profiles 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, type a setting name, or click the lookup icon.
Can we share list view in Salesforce?
By default, sharing a list view with one user isn't available, but the workaround in both Salesforce Classic and Lightning Experience is to use Public Groups. In these cases, you would create a group with one person.