List Views

List views allow you to customise the data and columns displayed in Navigation Items and review records at a glance or search for a specific record. 

Using List Views

1. Select a List View - Use the dropdown menu next to the list view name to select a different view. Click on the pin icon to set it as your default. 
2. Edit a List View - Use the List View Controls Cog to edit, delete or create a list view. 
3. Create Records - Click 'New' to create a record directly from a list view
4. Change Visualisation - Click the pie chart to visualise the list view data using charts. Click the filter icon to refine which records are displayed. 
5. Toggle View - Toggle between the standard list view table and the Kanban board, a visual way to monitor progress using a status or picklist view.
6. Search - Type in the search bar to search a list view for the data you need
7. Make Edits - Edit a field directly from the list view within the list view header or next to the record detail using the pencil icon that appears when hovering. Alternatively, use the dropdown icon on the right of a record row to edit or delete a record. 

The ability to toggle and edit a field (5 and 7 above) are not available on all objects. 

The 'Recently Viewed' list view is pinned by default and will appear as the default view when you click into a specific tab. To change the default list view, click on the name of the view you wish to display then click the pin icon next to the dropdown menu. 

Customising List Views

Using the List View Controls Cog to modify and create new list views. 

• Choose new to create a new list view and clone to create a copy of the existing view and then modify. 
• To change what columns are displayed or reorder them, choose Select Fields to Display. The fields you select will correspond to the columns in your saved list view. 

Only users with appropriate permissions can create and modify List Views and share them with other users.

What is visible to me in a list view?

Within a list view, you see only the data that you have access to which includes:

• Records that you own
• Records you have read / write access to
• Records shared with you
• Records owned by or shared with users in roles below you in the hierarchy

The fields you see depend on your page layout and field-level security settings. 

Helpful Salesforce Links

The Atamis system is hosted on the Salesforce platform and benefits from a number of generic Salesforce features such as Reports, Dashboards and Activity Management. Our guidance will include links to Salesforce created content for some of these common features when they are relevant. 

Creating Custom List Views

Updated 03 February 2025 14:15