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Questions tagged [list-view]

Use this tag when asking questions specifically related to salesforce List Views

0
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0answers
174 views

Case list view not working as expected in community

I have created a list view on the case which is being used in a community. When a community user creates a record, it is not displayed in the list view. The image below shows the filter criteria,
0
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1answer
33 views

Calling Visualforce page exports custom object records in custom list view button (Unknown constructor error)

I'm trying to export records from a custom object have got following visualforce page but, the visualforce page needs be invoked from a custom on list view when I try to add a standard controller and ...
0
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1answer
35 views

NPSP - Account: Restrict records view based on profile

We have a project, where we wants to use 1 profile (lets say "Tester") among others to only see Organization records, when he is browsing all Accounts records (as Tester). So far I made a change in ...
1
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2answers
688 views

Where is metadata for custom list view on Task?

I have created a custom list view on Task. In Workbench it is displayed under Task within metadata type 'ListView'. When I pull my metadata using API v43 I can't find the xml definition for it ...
0
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1answer
235 views

List View - display names as Last Name, First Name in Lightning

In classic, the Name field for Contacts in List View always displayed Last Name, First Name. In lightning, they seem to have switched this to first name last name. I would like to unswitch this. I ...
0
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1answer
56 views

Can I pull down specific ListViews from the metadata API?

I've added this to my package.xml so I get the Account Standard Object metadata and the AMR__c Custom Object metadata: <types> <members>AMR__c</members> <members>...
1
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1answer
332 views

list view quick action - Alert info

I need to create a quick action in contact list view to execute a function and display an info alert message. it was not possible for me to find a way to do this in lightning component. https://...
0
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1answer
35 views

How to add custom filter in salesforce views

I have created a custom object in my org and showing a custom list view for that object. Salesforce provides filter option but it contains 2-3 steps, so I want to add a drop-down to filter the results ...
2
votes
1answer
14 views

Salesforce Console App slow on Leads

When I navigate through our salesforce console app and choose "Leads" it takes quite a while to populate the list of open leads. Is there a way to speed up this process? Maybe indexing some of the ...
0
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1answer
32 views

Need list of specific contacts from account in custom object list view. How to set this up?

We are set up where there is an account, and a 5-10 contacts that are related to the given account (they show up in the contact listview) and there is a custom object called proposals under contact. ...
1
vote
1answer
96 views

Unable to modify MyOpportunities List View

I can't seem to modify the standard My Opportunities list view in our org. I was able to modify this view in my own developer org without any issues. Some searching online showed that there are two ...
1
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1answer
159 views

Issues with List API in Read Only mode VF page

Currently we are using a custom list view Visual Force page button for mass actions to export data to excel sheet in salesforce classic. Objects and relations: Static List (Custom object with Master ...
0
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1answer
26 views

Ovverride List View

I have a requirement to show more than 15 columns to be displayed in List Views and New Vf Page should be a replica of Standard :List Views page.I came to know that we have to Customize with Vf page....
2
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2answers
1k views

List view filter criteria via Apex or Query or API

Is there any way we can get ListView Filter criteria using API or APEX or SOQL.
2
votes
1answer
1k views

Retrieve/Deploy a custom metadata type's list view?

I'm trying to deploy a list view for a custom metadata type using the Force.com Migration Tool, but I am unable to locate the ListView to include in my package.xml retrieve. I have deployed many ...
0
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1answer
485 views

Lightning List View Cloning (restricting Sharing setting)

I have found no reference that this is possible, so I'm hoping someone perhaps has some canned code or other reference material that would lead to a solution. This is in the Lightning experience, for ...
0
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2answers
479 views

Replace SObject list view with custom Lightning page

You can use a Lightning record page to replace the view for a single SObject in the Lightning Record Page option in setup. How do I do that for the list view?
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2answers
70 views

For multiple Lightning Consoles, is there a way to create list views unique to each console?

Have a business requirement for 2 Lightning Service Consoles (apps), one for each business line (professional and consumer). Each business line has it's own service department, though a handful of ...
0
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1answer
674 views

How to disable inline edit in list view?

Please refer to the following screen capture: I would like to disable editing in list view for all users. However, I can't seem to find a resource for Salesforce Lightning. Can anyone instruct me on ...
0
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2answers
1k views

How to edit the filters for the List Views? Seeing error “This list view can't be filtered”. Any thoughts?

Just seeing this weird issue when trying to edit the filters in the Accounts tab. I logged in as Sys admin, but still not able to succeed. Any thoughts, please?
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2answers
105 views

How to get list of Leads list views?

How can I get the list of all Lead list views? Also, how can I get the people from a particular list by means of Apex?
5
votes
2answers
1k views

How to add the quick action on lightning List view Record page?

I have a object and i create a list button on object to delete the all records on click on button and add that button on record list view page, somehow that is working fine in salesforce classic but ...
1
vote
2answers
1k views

List View Quick Action

I am in Lightning and I am trying to add a Quick Action to a List View for Opportunities. I only see the option of adding a Button. However, by custom objects I do see the option of adding a Quick ...
0
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2answers
102 views

How can we Remove the action column in List View

I have one list view in my org and there are 10 records but I want to remove action column in that list view can you please give me suggestion regarding this
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1answer
86 views

How to Display Records in vf [closed]

in Controller i get the ContactRoles from opportunity through a listview but how to display ContactRoles in vf page public AccountListViewExtension(ApexPages.StandardSetController controller) { ...
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1answer
535 views

_subscribers and All subscribers list [closed]

I can find new records that are inserted in the _subscribers table but do not find the same subscribers in the All subscribers when I search for them using email address. How is that scenario possible....
0
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1answer
239 views

Can a List View be made that filters on Junction Objects?

My organization associates Users with Contacts. We have a custom junction object to establish a many-to-many relationship between Users and Contacts. We want to allow Users to filter the Contact list ...
2
votes
1answer
175 views

“unexpected token” error on my Conga Composer button

I have never created a Java Script button before but I tried to create a List View button on our Invoice Object. Use Case: select multiple invoices and run Conga Composer button to view what invoices ...
2
votes
1answer
59 views

Make a list view based on login user compared to a custom field

We had a list view of the current user's records. However, to tell whether the record is the user's, it is not defined by the owner field, instead, it is defined by a custom field. So originally, ...
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1answer
197 views

How to find public groups assigned to list view in apex?

We want to get a list of public groups assigned to list view in Apex code. We didn't found object/API which can provide this details.
0
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1answer
30 views

Modify salesforce list view to add in custom link

Is it possible to add a custom link to my salesforce list views? My use case is as follows: I have a bunch of users, and depending on where the user is in our internal process, we want to be able to ...
0
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0answers
767 views

How do I restrict a List View to certain groups?

When creating a custom list view, there's the option to restrict visibility to certain groups of users, based on Roles, Public Group Membership, Portal Roles, etc. However, list views created in this ...
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0answers
179 views

what action are available in list-views

In the Lightning Experience customer default list view, there are two Actions available: Edit and Delete Is it possible to add other actions such as Clone?
1
vote
1answer
831 views

Not able to remove Import button from Contact list view in lightning

I have deselected the "Import Personal Contacts / Import personal accounts and contacts" under "App Permissions" section on the custom Profile. But still list view shows "Import" button. How can I ...
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0answers
595 views

Behavior of List Views in Lightning - Auto Refresh feature on updation of records

We are looking for any approaches to make the list views refresh automatically to show new records that got created on backed and fall under the list view category. Seems to be out of box salesforce ...
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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 ...
1
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0answers
45 views

Filter Object 's Listviews by Users in Apex [duplicate]

We have a requirement to get all Object 's ListView of the organization in apex code and display it on the page. This is easily possible with the query on the ListView. Select Id,Name,SobjectType ...
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0answers
33 views

Create Temporary Views

I'm looking at using the Lightning Sales Console for my users, but I also want to give them the ability to quickly create a List from a whim and work from that. Creating Lists in Salesforce is a bit ...
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0answers
605 views

Is this possible to deploy a ListView related to Queue?

Here and here it is suggested that it is not possible to deploy or migrate List View which is Queue-related. Is there any official documentation link which clearly states this that in the current ...
1
vote
1answer
46 views

Non admin user is not able to edit the List in salesforce

I've two User with same profile & different permission set to them. My requirement is, both user can able to edit the list view on object. But, In actual only one user out of them is able to ...
-1
votes
2answers
42 views

Under Leads tab, how do I change Default View to display only leads with Status Field “Open” and “Closed”?

When I click on the Leads Tab, an overview page is displayed. I'd like the default list on the Leads tab overview page to display only leads that have a value of "open" and "Closed" in the Status ...
0
votes
1answer
471 views

Link to a record from List View

I am finishing setting up a custom app and have added a tab to show the records in a custom object. In the view, the name of the record is hyperlinked to the record itself and a column containing a ...
2
votes
1answer
957 views

Create custom 'take ownership' list view button in Lightning

I am trying to create a custom 'take ownership' for Case list view in Lightning. I took the classic Javascript button (from @sfdcfox answer to this question - Custom button on list view), and ...
0
votes
1answer
753 views

How to add list view filtering to a visualforce page using standard controller

I am want to use list view filter to change the list of account in my visualforce page. I am not sure which event to use in action support. Here is what i have done so far <apex:page ...
0
votes
1answer
47 views

How do I change the default view on my contacts object?

This might be a very easy answer, but none of the solutions I have found seem to work for me because they're all from around 2013. I am using Salesforce Lightning and every time I go to my Contacts ...
3
votes
1answer
72 views

How to create List View for Service Contract with only My Records?

I want to create a custom list view for showing only my created records. As in Account or any other sobject there is an option of "Filter By Owner:" under "Step 2. Specify Filter Criteria" section but ...
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2answers
347 views

How can Lightning components be opened from a list view?

I am looking to add a custom button to the Account list view that opens a Lightning component. How can I do this?
0
votes
1answer
433 views

My Delegated Tasks view not showing data for all

In our org, one user is not able to see the tasks under "My Delegated Tasks" list. Other users with same profile and having same permission sets are able to their delegated tasks. The delegated tasks ...
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0answers
23 views

Order of fields in filter criteria section while creating a new view

We have around 148 fields on contact object and when we try to create a new view , the fields are displayed all over the drop down in filter criteria section Is there any logic on order of fields? If ...
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2answers
91 views

Redirecting to a List View is not working: “URL doesn't exist anymore”

I am trying to redirect to a specific List View on top part of the application, but I am not getting how to amend the issue "There is no URL for this", so, I hope to find here someone who can help me. ...