Stack Exchange Network

Stack Exchange network consists of 175 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

Questions tagged [custom-view]

The tag has no usage guidance.

0
votes
1answer
13 views

Custom Layout Views for a Record with relationship details

Is it possible to create custom views for a particular record that will include details on related fields? For example, I have a Student object and a Course object, and then I have a ...
0
votes
1answer
71 views

How to access the records associated with a custom view in REST API

I would like to access the records related to contact predefined list views (like birthdays this week, contacts added this week), and custom views created by the user, using REST API. The SOQL query ...
1
vote
1answer
585 views

Hide/Show Fields when Picklist value is selected in Case and have separate views for each type of Case

I'm fairly new to Salesforce and Apex. From the research I have done, I am under the impression that the solution I need is not an easily achievable one and I will have to create a VF page. I would ...
1
vote
0answers
35 views

Create Views with Salesforce API

Scenario: As of now i have created a custom tab with custom fields say(name and email). The custom tab was created with the primary key to be an auto-number one {0000} and hence when the tab is loaded ...
0
votes
1answer
321 views

List View Naming and Visibility Control

I've done some research and the closest I have found to CONTROLLING creation of List Views is here: Restrict List View Creation. I'd like to stop some profiles from being able to create List Views ...
0
votes
1answer
105 views

Expose Hierarchical Objects

I would like the parent's view of an Account object to see the opportunities of their children. For example: Let's say in Accounts, I have a hierarchy: say Acct1_Global it has some children ...
0
votes
1answer
359 views

How to add Field/button in Salesforce in Create/Edit view to add a set of fields many times?

I have a module named as Portfolio Allocation, in this module, I want to have a (field and a button) pair by using which I can add a particular set of fields again and again. Sample template for the ...
1
vote
1answer
599 views

How to change color of tab when pressed?

I have designed custom detail-views using Visual-force to show on clicking custom tabs. I want to change the color of the tab when selected. As you can see in this picture, Here I have clicked on ...
0
votes
0answers
13 views

Why do I not see any cases in specific case views when checking on mobile?

I've been meaning to ask this for awhile now... I have personal case views created in salesforce. When I view these from a desktop, they work fine. But if I try to view them via the salesforce ...
1
vote
2answers
880 views

How to create a Tab that shows sub-menu on Click in salesforce

I have a tab in my salesforce instance named as RelationShip Modules. I want to add custom functionality on this tab, when I click on tab, it should display sub-menu with Modules Names Leads, Accounts,...
0
votes
1answer
36 views

Edit custom List View when current view is on page 2+ - no results shown

Is this a known issue, with salesforce custom views.   Steps to Reproduce: Log into Salesforce. Pick or create a custom view where pagination occurs. Now goto the third or fourth page by clicking ...
2
votes
1answer
116 views

How override view on custom tab?

I want to make report section for view in custom tab. I d'nt understand how override view. There is visual page for this but i can't use View filter for my tab. For example, there are 2 views: sales,...
1
vote
1answer
151 views

How to add master detail fields into custom view?

I am learning how to use Salesforce custom view and successfully add object field into it but struggling to get master detail fields into it.
0
votes
1answer
36 views

Assigning a view to a specific record type

I want to have 2 different record types for my Account object. Say 'A' and 'B'. They are related to each other i.e. my Account objects have many-to-many relationship. I want to create a view say 'All ...
3
votes
1answer
198 views

Display Campaign in Opportunity/Donation List Views

I am trying to modify a "view" for donations, so that I can see the Primary Campaign Source. When I clicked "Edit" to edit the view, I don't see campaign in the list of fields. Is this possible? ...
2
votes
0answers
94 views

All and My Views in Vf Page

I have an object Application. In vf page i want to have a drop down to have values as My application and All application. Below that i have page block table which renders all application. This page ...
1
vote
1answer
2k views

Adding query results to enhanced list

Is there any possibilities of adding the query results to the <apex:enhancedList> in an VF page
4
votes
2answers
4k views

Access ListView via REST API

I am trying to use the REST api to access Opportunities in SalesForce. I seem to be able to do this quite easily with a call to services/data/v26.0/sobjects/Opportunity/ and enumerating over the ...
1
vote
2answers
2k views

“Current User” Reference In View Logic

Is there a way I'm just missing in my searches that allows you to compare (example) "Owner ID" versus something like "Current User ID" in a View (where you do NOT have formula access)? Effectively: ...
2
votes
1answer
285 views

How filter Apex Class View on code coverage?

In the Apex Classes page, how can I create a view that filters on code coverage ? Code coverage is one of the fields selectable so I figured I could do just do: Code coverage - less then - 90 But ...
2
votes
1answer
15 views

Including a particular view of users in a package

On the Manage Users screen I create a new view which I find useful. How do I include this view in a package? I don't see it in any of the options when I go to add components.
0
votes
0answers
187 views

Views not displaying properly in Partner Portal due to certain fields

We use an app called Click-to-Call. It adds a few fields that let you do things like dial a phone number using Skype with a click. We have some views set up that use it in our normal org and it works ...