Questions tagged [custom-view]
The custom-view tag has no usage guidance.
22 questions
1
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3
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4k
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Change Quick Link FIelds on Account Record
When I'm in the Account record, I hover over the related Contacts in the "Quick Links" view. Is there a way to change which fields appear when I hover? I'm not finding anything obvious in Object ...
- 393
0
votes
1
answer
171
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 ...
- 1,098
3
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1
answer
1k
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 ...
- 33
1
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1
answer
3k
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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 ...
- 13
1
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0
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82
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 ...
- 163
0
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1
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1k
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 ...
- 4,724
0
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1
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172
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 ...
- 1
1
vote
1
answer
836
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 ...
- 325
0
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0
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34
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 ...
- 369
1
vote
2
answers
2k
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,...
- 325
0
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1
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38
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 ...
- 1
2
votes
1
answer
129
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
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1
answer
417
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.
- 11
0
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1
answer
67
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 ...
- 545
3
votes
1
answer
477
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?
...
- 145
2
votes
0
answers
103
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 ...
- 1,037
1
vote
1
answer
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
- 705
5
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2
answers
5k
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 ...
- 151
1
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2
answers
4k
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:
...
- 4,724
2
votes
1
answer
368
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 ...
- 9,630
2
votes
1
answer
27
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.
- 2,033
0
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0
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196
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 ...
- 7,697