List Views allow you to customise the data and columns displayed in Navigation Items. Users with appropriate permissions can create and modify any number of List Views and share them with other users.
In a list view, you see only the data that you have access to. You can see records that you own, have read or write access to, or are shared with you. List views also include 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.
| 1 | Select a list view from the dropdown menu. Pin a list with the pin icon to set it as your default. |
| 2 | Edit, delete, or create a list view using the List View Controls menu cog |
| 3 | Create records directly from a list view. |
| 4 | View a list in different ways. Visualize list view data using charts with and refine which records are displayed using filters with the filter icon. |
| 5 | NOT AVAILABLE ON ALL OBJECTS Toggle between the standard list view grid and the Kanban board , a visual way to monitor the progress using a status or picklist field. |
| 6 | Search a list view for the data you need. |
| 7 | NOT AVAILABLE ON ALL OBJECTS Edit a field directly from a list view with in the list view header or next to a record detail. |
| 8 | Edit or delete a record by selecting the dropdown icon next to it. |
- Modify and create list views from your record home page with List View Controls .
- To change and reorder the columns displayed in a list view, select Select Fields to Display.
- Fields correspond to columns in the final list view.
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