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How to Create Custom List Views

Goal

List views can be created to filter data such as Sales Up records, Vehicle Inventory, and Customers.  List views can be created for a single user or saved to be visible for all users.

After reading this article​ you will be able to:

  • Navigate to a list views on the records list
  • Create a custom list view
  • Delete a custom list view

 

Step One: Navigate to List Views on the Records List

  1. Click the App Launcher icon.

1 Create Custom List Views- app launcher.png

 

  1. Enter <desired object> in the quick find area.
  2. Click the desired object.

2 Create Custom List Views- object navi.png

 

  1. Click the list view controls gear icon.
  2. Click New.

3 Create Custom List Views- list view controls.png

 

Step Two: Create a Custom List View

  1. Enter the <List Name>.
  2. Click in the List API Name area to auto-fill the field.
  3. Select who is available view the list by selecting a radio button.
  4. Click Save.

4 Create Custom List Views- list view name access.png

 

Filter Criteria

  1. Click Add Filter.
  2. Select desired Field.

5 Create Custom List Views- list view filter.png

 

  1. Select Operator.
  2. Enter <Value>.
  3. Click Done.

6 Create Custom List Views- list view filter.png

 

  1. After adding all desired filters click Save.

7 Create Custom List Views- save btn.png

 

Step Three: Delete a Custom List View

  1. Click the list view controls gear icon.
  2. Click Delete

8 Create Custom List Views- delete.png

 

  1. Click Delete to confirm.

9 Create Custom List Views- delete prompt.png

 

Note: Deleted List Views visible to multiple Users will no longer be available to the shared Users.