Overview

A list view defines the data that appears when a user navigates to a list of records for a given object. When a user views a list view page, it usually displays a subset of the fields belonging to the underlying object.

For example, this is the Jobs list view, which displays a subset of fields from the Job object. 

Access further details about a job by clicking on a record in the list view.

Managing list view permissions

List views are incredibly powerful due to their personalization capabilities. Administrators have access to all list view functionality, but other roles have different levels of access depending on any custom permissions that have been set.

For example, a Scheduler will have the following base permissions for lists, but an admin can amend this as necessary.

To update the permissions granted to a role:

1. Navigate to the Settings > User roles page.
2. Click the name of the role for which you want to adjust the default permissions, for example, Scheduler.
3. Expand the Custom list views section to view the available permissions.
4. Select the permissions you want to assign to the selected role.
5. Click Save.