List View
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You can create customized list views by pre-filtering the data you want to see. By applying filter conditions, you can display only the relevant records that meet your criteria. The list views you create can be shared with all users, or with specific user groups and roles.
Label
You can set a name for the new list view you are creating.
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Share Setting
You can choose who to share the new list view with:
Only I can see this list view
All users can see this list view
Share list view with groups of user
Default setting: Only I can see this list view.
FILTERS
You can view or add filters to be used in the list view, and also configure the logical operators between filters.
All conditions are met (AND)
Any condition is met (OR)
Custom logic is met
Default setting: All conditions are met (AND)
Add Filter
You can add new filter conditions to apply to the list view.
Add Filter Editor
This is the screen where you can set or edit new filter conditions to apply to the list view.
Click the title in the list view.
Click the βNew List Viewβ button.
Select who to share it with (Only me, specific groups and roles, or all users).
Add the desired filters.
Click Save.
Click the list title again to view the newly created list view.
Click the list title to select the list view you want to pin.
Click the π (pin) icon to the right of the title to pin the list view.
Once the pin icon is activated, the selected list view will automatically appear each time the list is loaded.
Create a List View
Pin a List View