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#Custom List View0 utenti parlano di questo argomento

Hi, 

We created several custom #Service Appointments lists, as we wanted our technicians to be able to view on the FSL mobile app one list with all their past appointments, another list with today's appointments, and another list with their future appointments. In the mobile app, they are able to pick the custom #FSL Service Appointments list that we created, but there are no records shown, even though the records do show on the list when looked on the desktop and logged in as the same user. "Today's Service Appointments" list comes native, and the only difference between that list and our custom "Past Service Appointments" list is in a filter: Today's has filter "Scheduled start equals TODAY" and our custom list has filter "Scheduled start less than TODAY". All other settings are identical. Any idea how can we get records from #Custom List View to display on #FSL Mobile app? 

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Hello Folks,

 

I want to pass the filters (selected by the user in a Tableau CRM dashboard ) into a lightning component(say a custom list view). Any pointers on how to capture the live filters from the Tableau CRM dashboard?

 

Thanks a bunch,

A-

2 commenti
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Looking for guidance on Files Object. 

Is there a way to create a custom list view of all content records. Nothing obvious in set up or in help documents

I am unable to modify the page layout for Files, and cannot add a custom field. I would like to associate files with our unique code for Opportunities so we can flag them and associate to the parent Opportunity both for SF internal files, and thousands we have on an external platform. Any idea on how to do this?

Is there a way to mark all files as shared with all internal users by default?

 

As usual, any pointers most welcome

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I have a custom list view in which I am wanting to filter by "created date" so that the view only pulls up records with a created date less or equal to the prior 6 months. So basically I only want to see records that are 6 months or newer. What would my filter criteria be for this one? I am stumped :(.

 

@* Salesforce Administrators * 

4 commenti
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