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Topics#Customer ServiceTammy Summerson の質問
Tammy Summerson (Applied Systems) が「#Customer Service」で質問
2019年4月11日 19:21

Could someone point me in the direction of how the Recent List View works on Cases?

We are in Lightning and when I select the List View drop down menu there are two sections: Recent List View and All Other Lists. I understand the list views recently viewed float to the top but is there a way to reset it or customize what I can see in the Recent List View section? Thank you.
2 件の回答
  1. Thomas Lange Jr. (TrebleHook)
    2019年4月11日 19:38
    This should give you what you need: https://help.salesforce.com/articleView?id=customize_recent_records_list_lex.htm&type=5
    • 1. From Setup, at the top of the page, select Object Manager.
    • 2. Click the label name of the object for the Recently Viewed list you want to modify.
    • 3. From the menu of links at the top of the page, click Search Layouts.
    • 4. In the far right of the Search Results row, click  and select Edit. Recently viewed lists use the Search Results search layout in Lightning. In Classic, recently viewed lists use the Tab search layout.
    • 5. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove.
    • 6. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down.
    • 7. Click Save.
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