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Create and Customize a List View

Create List Views

A list view is a set of search conditions that displays records that match the search conditions. For example, a view of contacts that have "Birthdays This Month" would filter your list of contacts based on a search for birthdays falling on a day in the current month. By default, Salesforce includes a number of views for each screen Tab. You can switch between different list views by selecting the current list view and selecting another from the dropdown list. 

  1. From the App Launcher, find and select the Travel App and select the Travel Approvals tab.
  2. Select record TA-00001 under All LIST VIEWS.
  3. Click the gear icon, then select Edit Object. This loads the object configuration page for the Travel Approval object.
  4. Click Search Layouts. Click the down arrow for the Default Layout and select Edit from the dropdown.
  5. Use the Add arrow to move these fields into the Selected Fields column, in order.
    • Purpose of Trip
    • Department
    • Status
    • Destination State
    • Trip Start Date
    • Trip End Date
  6. Click Save.
  7. Using the App Launcher, navigate back to the Travel App and click the Travel Approvals tab..
  8. Click Recently Viewed and select the All list view.
  9. Click the gear icon then select Select Fields to Display from the dropdown.
    The setup gear icon
  10. Use the Add arrow to move these fields to the Selected Fields column, in order.
    • Department
    • Created By
    • Status
    • Trip Start Date
    • Trip End Date
  11. Click Save.

You can also create a custom list view for your own use. Your custom list views can be private, or you can make them accessible to other users. In this scenario, you create a list view with a filter to show all out-of-state travel requests that have not been approved or rejected. This way you can see exactly what approvals are still outstanding.

  1. Click the List View gear icon and select New option.
  2. Name the new list view Open Out of State Travel Requests and select All users of the system can see this list view.
  3. Click Save.
  4. Click Add Filter and enter these details:
    • Field: Out-of-State
    • Operator: equals
    • Value: True
  5. Click Done.
  6. Click Add Filter again and enter these details:
    • Field: Status
    • Operator: not equal to
    • Value: Approved, Rejected
  7. Click Done.
  8. Click Save.
  9. Click the gear icon and select Select Fields to Display.
  10. Use the Add arrow to move the following fields to the Visible Fields column, in order.
    • Department
    • Created By
    • Status
    • Destination State
    • Trip Start Date
    • Trip End Date
  11. Click Save.

Keep up the great work! Move on to the next step and customize the page layout of the Travel Approval object.

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