Questions tagged [list-view]

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

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2answers
46 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
580 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
1k 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
862 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
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1answer
54 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
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1answer
77 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 ...
0
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2answers
418 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
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1answer
517 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 ...
0
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0answers
24 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 ...
1
vote
2answers
94 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. ...
3
votes
2answers
15k views

Custom List view buttons in the lightning environment

I have a requirement where I want to have a custom list view button with an ability to perform a mass custom action in the Lightning environment. I do not see an option to add lightning quick-action ...
0
votes
2answers
42 views

See Custom Account Field in Contact List View

Thank you in advance for reading this! We would like to create a Campaign for all Contacts that are associated with Accounts that have a value selected for a custom picklist field. Example- We have ...
0
votes
1answer
164 views

Want to know how can we fetch the records from list views?

I want to perform a specific operation on the records selected in a list view.The user can select any view and the functionality would remain the same. Is there any way using which we can get the ...
2
votes
1answer
1k views

List view not showing any records for Customer Community user

When I log in as a Customer Community user, when I go to the Orders tab, in the Recent section it is showing Orders of which I am the owner. But when I am going to the list view to display all orders, ...
0
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0answers
37 views

How to filter views with referring user?

I am trying to create list Views. I have 3 objects User, Object2 and Object3. Object2 having lookup with user & object3 having lookup with Object2. I save the object2 record with the user. ...
1
vote
3answers
7k views

Relative Date Value (THIS WEEK,NEXT WEEK,LAST WEEK)

I have below filter in List view for my custom object and client's locale is US English. Scheduled Date equals THIS WEEK List view retrieves all records with scheduled date from Sunday to Saturday....
2
votes
1answer
3k views

Accept button is missing for Queued records in List View's on Lightning mode

While submitting records to a Queue I am seeing user belong to the queue is not having an option to accept the records from the List view. When the user switches back to the classic from lightning the ...
0
votes
1answer
340 views

Edit List View Not appearing for Sys Admin Profile User

I have created a custom Object and I have a System Administrator Profile . I am not able to see Edit View for All. I have Manage Public List View Permission for the System Admin Surprisingly for ...
4
votes
1answer
100 views

Why Salesforce REST API List View Describe Method returns extra values in columns list?

When I try to execute this request GET /vXX.X/sobjects/{sobjectType}/listviews/{queryLocator}/describe which is described in documentation https://developer.salesforce.com/docs/atlas.en-us.api_rest....
0
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1answer
967 views

Advanced Search in List Views in Salesforce Lightning

I am new to lightning. I understand adding custom views and adding specific set filters to it. But is there a way to setup soft-filters like this? Show all records in <California, New York, ...
2
votes
1answer
339 views

Is there a way for describing a List View and determining columns within APEX (without metadata service api)?

I've been reviewing the very promising APEX Metadata Namespace in Summer '17 (API v40.0) - Release Notes (Preview) But I'm unable to find any reference for retrieving ListViews of any Object. I'm ...
1
vote
2answers
203 views

Overriding Same Visualforce Page for both new ,edit views

Is there any way to get which view(New or Edit ) iam using through apex. Thanks in advance,
2
votes
1answer
998 views

Visualforce lookup field with apex:inputField in LEX?

Simple story: As a sales user, I want to mass assign leads to a teammate, so I can better distribute our total workload. The constraint is that I need to do this in Lightning Experience, in which the ...
0
votes
2answers
342 views

Adding Contact name in standardObject Account list

I am having difficulties with the contact name that I want to be displayed in account list view on my visualforce page. This is my code: <apex:page standardController="Account" recordSetvar="...
1
vote
0answers
56 views

Parent Service Contract field showing name as ID when shown on List View

I'm using the Standard Service Contracts, with Parent Service Contract. When looking on the actual record, the parent shows up as expected. However, when adding the same field to a list view or a ...
0
votes
0answers
92 views

Replacing java script buttons of type detail list button in lightning

Recently we have migrated our instance into Lightning, in the process of stabilizing we came across issues with JavaScript buttons which we are using in classic mode.The logic we are keeping in this ...
0
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1answer
74 views

List View Inline Edit Errors not Showing up in the Popup

I have a trigger validation in Case which is working fine. When I'm in the Case list view and trying inline edit even though the validation works fine, the failed/ success records are not showing up ...
3
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0answers
413 views

“Add to Campaign” button at Contact Details Page

I'm trying to customize my contact layout and our communications department wants to have "Add to Campaign" button right at Contact Details Page Layout. I tried to add standard "Add to Campaign" ...
3
votes
1answer
78 views

Custom Case Change Due Date button

I'm trying to create a button that would change the Due Date field of a selected case in a List View. I'm stuck on the URL, since this is a mass change type would there be a custom URL that would be ...
0
votes
2answers
2k views

The 'Change Owner' button is not visible on lead list view for lightning view even for system administrator

The 'Change Owner' button is not visible on lead list view for lightning view even for system administrator which has all the permissions including 'Transfer lead', 'Modify All', 'View All' for Lead ...
1
vote
1answer
350 views

Mass Edit Profiles - Enhanced List View - Inline Editing - “TOO MANY TO DISPLAY”

Any thoughts on mass editing Profiles, when you cannot use the Enhanced List view because the field list reports "Too many to display, refine search criteria". This notice is not clickable / double-...
0
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0answers
35 views

I am not able to the image in list view of sObject

We have an issue that we have not get the image on the salesforce lightning rather than we get a text "undefined" in place of the image in list view on 'Case' object but we getting the image in ...
3
votes
0answers
80 views

Lightning Experience: Can standard Listview Charts be shared and deployed as Metadata?

I've created several Charts in Standard Listviews on Tabs in LEX. So far they work as expected and look like this: Now logging in as an other user I've noticed that the charts are not available. Only ...
0
votes
1answer
102 views

List view link on sectionHeader

I want to show List view as a link on vf like it is shown in image.
0
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1answer
226 views

How to modify label of List View Actions?

I have created a visualforce page and I have added the Task list view there using apex:enhancedList like this : <apex:enhancedList type="Activity" height="500" rowsPerPage="50" customizable="...
0
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0answers
739 views

How to remove action column from List view in salesforce

In my org i have created queues and list views for those queues. I was wondering if there is any way to remove first Action column from view. Users in my org have edit and delete permission on their ...
1
vote
1answer
32 views

Is there a way to prevent List View buttons appearing in Customer Portal?

If I create a List View button that is really only intended for my internal users, that List View button also seems to be appear in the Customer Portal. For example, Test Button is valid for ...
0
votes
1answer
52 views

list view button show/populate account name

when click on the new contact button (this is list view javascript custom button) page redirected but account name not populated automatically var qc = sforce.connection.query("SELECT Id FROM ...
0
votes
1answer
34 views

Formula value shows up wrong on view

I've created a value on a custom object that says the time of day. It should output "Saturday (Friday night)" or "Sunday (Saturday Night)". The strange thing is when I'm looking at just that record, ...
0
votes
1answer
497 views

Case Owner Name not showing in Lightning ListView

I edited All Open Cases in Lightning Experience to display Case Owner but that does not even show as an option in fields to select. I switched over to classic view and added it to the fields selected ...
0
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0answers
76 views

How to accept records from a list view without being added in a queue?

How to accept records from a list view without being added in a queue? I have not created queue and have created group in which a particular user is added . Now when that users tries to go that the ...
8
votes
2answers
2k views

lightning component in list view button

How to use a lightning component in list view button for a contact object. I want to perform some action on bulk using my lightning component. I can't see any option. I don't want to use ...
3
votes
1answer
272 views

Lightning Components: are standard list views overridable by Flexipages or Lightning Components yet or on the roadmap?

The current list-views in LEX are in some respects less powerful than their predecessors in Aloha: no more checkboxes and multi-edit no more inline-edit for the Name-field massive padding is causing ...
9
votes
1answer
696 views

How to package ListViews for Custom Metadata Types?

Is there a way to package ListViews for Custom Metada Types? I can't see these ListViews when trying to add them to a package, but maybe there is a workaround?
0
votes
1answer
167 views

Remove Edit and Create New View links from VF Page

I have below VF Page which shows similar as List Views for Form_Requests_abv__c object. Now I want to hide Edit and Create New View link from the VF Page. Please suggest me a way out to achieve it. ...
0
votes
0answers
342 views

Redirect to a visualforce page with a custom parameter

I am overriding the standard Case page with a custom visualforce page. The custom VF page looks like this: <apex:page standardController="Case" extensions="CreateNewCaseController"> // ...
0
votes
1answer
115 views

Custom button in List View

I had create the custom button in Account (in list view). If i click that particular button, it has to redirect to custom vf page.
1
vote
1answer
80 views

Can we remove 'Open Calendar' link from Account/Contact/Lead list views? if yes, how?

I want to remove open Calendar link available on Account/Contact/lead list views:
1
vote
1answer
123 views

On-Click Button: Why is Salesforce passing in 'undefined' string value?

I am trying to auto-insert an array of Tasks based on the Accounts selected in the Account 'List View' tab. The tasks are inserting as expected, but instead of writing the Account Name in the subject ...
0
votes
1answer
719 views

Limiting list view for profiles

Basically i need list views for customer community users alone. But we have an option of views only enabled for both "customer and portal users". So i need to know if list views can be restricted for ...