This is currently in Beta. If you are interested in accessing this beta feature, please contact your Customer Success Manager (CSM).
A list view defines the data that appears when a user navigates to a list of records for a given object. When a user displays a list view, it usually displays a subset of the fields belonging to the underlying object.
For example, this is the All Work list view which displays a subset of fields from the Job object.
Access further details about a job by clicking on a record in this list view.
Managing list views
List views are incredibly powerful due to their personalization capabilities. Below is a summary of what different roles can do when managing list views.
Administrators have permission to perform the following configuration tasks:
- Define the fields that are available as columns in a list view (displayed for all users by default).
- Configure how field data should be presented within the list view (for example, as a hyperlink or plain text).
All users with access to the Web App can:
- Create list views.
- Delete list views.
- Define the criteria used for list filtering.
- Define the columns that are displayed.
- Apply sorting.
List views are not shared between users.