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Overview

List views give you powerful control over how you see and organize your data. You can filter records to show only what matters, sort to prioritize your work, customize which fields appear as columns, and save your configurations as named views for quick access later. These capabilities help you:

• Focus on the right records with simple or complex filtering logic
• Prioritize your work by sorting on multiple fields
• See the information you need by customizing visible columns
• Work efficiently by saving and reusing your preferred configurations
• Standardize team workflows by sharing views across your organization

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Step-by-Step Instructions

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1. Using Simple Filters

Simple filters let you quickly narrow down your list by filtering on individual fields. Your list updates automatically as you configure filters To add a simple filter:

1. Click the Add filter button (filter icon) at the top of your list
2. Select the field you want to filter on from the dropdown menu
3. The filter will appear as a chip below the button
4. Click the chip to configure your filter conditions:
   • Choose an operator (equals, contains, greater than, etc.)
   • Enter or select your filter value
   • Add multiple conditions for the same field if needed

Managing simple filters:

• Click any filter chip to edit its conditions
• Click the X on a chip to remove that filter
• Click Clear filters to remove all filters at once
• Add multiple filters to narrow your results further (filters work together with AND logic by default)

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2. Using Advanced Filters

Advanced filters unlock complex filtering scenarios with nested logic, cross-field conditions, and OR operators. When to use advanced filters:

• You need OR logic between different fields (e.g., show records where Status is “Active” OR Priority is “High”)
• You want nested conditions with groups (e.g., “(Field A = X OR Field B = Y) AND Field C = Z”)
• You need more complex filtering than simple field-by-field conditions

To use advanced filters:

1. First add at least one simple filter (this makes the advanced filter option appear)
2. Click the Advanced filter button that appears with a count badge
3. The advanced filter popover opens, showing your filter logic in a structured builder
4. Build complex conditions using:
   • AND/OR operators between conditions
   • Nested groups for complex logic
   • Multiple fields in a single filter group

Moving filters to advanced mode: You can migrate your simple filters into the advanced filter builder:

1. Click the Advanced filter button
2. Click the three-dot menu (⋮) in the advanced filter popover header
3. Select Move all filters into advanced
4. Your simple filters are converted to advanced filter conditions

To add advanced filters from the beginning:

1. Click Add filter
2. At the bottom of the field selector, click Add advanced filters
3. Build your filter logic in the advanced filter builder

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3. Sorting Your Views

Sorting helps you prioritize records by ordering them based on one or multiple fields. To sort your list:

1. Click the Sort by button at the top of your list
2. A popover opens showing your current sort criteria
3. Click Add sort to add a sorting rule:
   • Select the field you want to sort by
   • Choose ascending or descending order

Multi-level sorting: You can sort by multiple fields with priority order:

1. Add multiple sort rules (each on a different field)
2. Drag the rows using the grip handle (⋮⋮) to reorder sort priority
3. The top sort rule takes priority, then the second, and so on
4. Remove any sort rule by clicking its remove button

The sort badge on the button shows how many sort rules are active.

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4. Adding and Managing Fields (Columns)

Customize which fields appear as columns in your list view. To manage fields:

1. Click the Fields button (column icon) at the top right of your list
2. The Table field settings panel opens, showing your current columns

To add a field:

1. In the field settings panel, click Add table column
2. Browse through available fields organized by category
3. Navigate through related objects to access relationship fields
4. Click on any field to add it to your view
5. The field appears immediately as a new column

To reorder fields:

1. In the field settings panel, grab any field using the grip handle (⋮⋮)
2. Drag it up or down to change column order
3. Your columns reorder in real-time as you drag

To remove a field:

1. Click the X button next to any field in the settings panel
2. The column is removed from your view
3. Note: At least one field is required (you cannot remove all columns)

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5. Creating and Saving Views

Save your filter, sort, and field configurations as named views for quick access. When you make changes: When you modify filters, sorting, or fields in any view, you’ll see change management buttons appear:

• Discard view changes: Revert to the saved view configuration
• Save changes dropdown: Choose how to save your modifications

To save changes to your current view:

1. After making changes, click the Save changes dropdown
2. Select Save to current view
3. Your modifications are saved (only available if you own the view or it’s private)

To create a new view:

1. Configure your filters, sorting, and fields as desired
2. Click the Save changes dropdown and select Save as new view
   • Or click the view selector dropdown and choose Create new view at the bottom
3. In the create view dialog, enter:
   • Name: A descriptive name for your view
   • Description: Optional details about what this view shows
   • View Visibility: Choose between:
     • Private: Only you can see and use this view
     • Organization Shared: Everyone in your organization can see and use this view
4. Click Create

Your new view is created and automatically selected. You’ll see it in the view selector dropdown. Switching between views:

1. Click the view selector dropdown at the top right
2. Views are organized into sections:
   • Default: Your starred default view (if set)
   • Private views: Views only you can see
   • Personal views: Organization-shared views you created
   • Public views: Organization-shared views created by others
3. Click any view name to switch to it
4. A star icon (★) appears next to your default view

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6. Setting a View as Default (Starred)

Your default view is the one that loads automatically when you visit a list page. To set a view as your default:

1. Select the view you want to make default
2. Click the three-dot menu (⋮) next to the view selector
3. Select Mark as Default
4. A success message confirms the change
5. A star icon (★) now appears next to this view in the selector

Your default view now loads automatically whenever you navigate to that list page. Each object type (Accounts, Contacts, etc.) can have its own default view. Additional view actions: From the three-dot menu (⋮), you can also:

• Edit View: Change the name, description, or visibility (if you own the view)
• Delete View: Remove the view permanently (if you own the view)
• Make Visible to Everyone: Promote a private view to organization-wide (if you’re an admin or view owner)

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Troubleshooting/FAQs

Still have questions? Reach out to our support team here