Managing List Views
From InSite
This topic contains information about Home tabs, list views, and links. It also contains work steps for creating and editing list views that filter records to meet specific needs.
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About Home tabs, list views, and links
The InSite Home tabs display the recently-accessed records from the list that is shown in the View menu. These lists can be filtered to display records that were recently created, recently modified, or recently viewed. Records in these lists are sorted by date created, modified, or viewed.
When you select another list name from the View menu, InSite displays all of the records in the newly-selected list in a separate list view. Records in these lists are sorted numerically by ID number or alphabetically by name, depending on the list. They can be sorted in ascending or descending order.
| What | Shows | Sorted By |
| Home Tab | Records recently created, modified, or viewed | When created, modified, or last viewed |
| List View | All records specified by list filter | ID or Name in ascending or descending order |
Home tabs and list views both provide links to enable you to create and edit list views that filter the records to meet specific needs. These links appear in different places. On the Home tabs, these links appear beside the View pull-down menu.
Example of links on a Home tab
On the filtered list views, the links appear under the View pull-down menu.
Example of links on a Filtered List view
Creating list views
You can create list views to filter records to meet specific needs.
To create a list view:
- From a Home tab or a filtered list view, click the Create new view link. A Create New View screen appears.
- Enter a View Name for use by people.
- Enter a Unique View Name for use by the API and the managed packages.
- (Optional) In the Select Filters area, if you want to view objects owned by all users, leave the radio button set to the default, Select All...Skip to Step 6.
- (Optional) In the Select Filters area, if you want to view only those objects that you own, change the radio button to My...
- (Optional) Select additional filters for your list view. For assistance selecting these additional filters, click the link Advanced Filters Help to see Salesforce Help.
- (Optional) Select which fields to display in the new view. Order the fields as needed.
- (Optional) If you want to restrict visibility only to you, leave the radio button set to the default, only to me. Skip so Step 11.
- (Optional) If you want to provide visibility to all users, change the radio button to all users. Skip to Step 11.
- (Optional) If you want to restrict visitibility to certain groups of users, change the radio button to groups of users. Identify those groups, those roles, or those roles and subordinates to which you want to grant visibility.
- Click Save.
Editing list views
You can edit list views to filter records to meet specific needs.
To edit a list view:
- From a Home tab or a filtered list view, click the Edit link. The Edit View screen appears.
- Edit as many fields as needed. For assistance in editing advanced filters, click the link Advanced Filters Help to see Salesforce Help.
- If you did not edit the View Name and Unique View Name, click Save. Your filtered list view is saved as edited under the same names.
- If you edited the View Name and Unique View Name, click Save As. Your filtered list view is saved as edited under its new names.
