What are List Views and How to I Create Them?
List Views are user defined searches that can be saved under each tab in the roundCause environment. They allow you to define a set of filters for an object and then save those filters to be used by yourself or other users again in the future if required.
NOTE - The below example uses Contacts as the subject of a List View but exactly the same process can be replicated for every object in roundCause using the relevant fields for that object. List views should only be created for data sets that you may want to view regularly, if you just want to find one or a few records one time then use a report.
Default List View
If you click on any tab your default list view is your recently viewed items. If you are a new user this may be an empty list or have very few records or it may contain many records which are not relevant to you right now.
Using the drop down list at the top of the page (1) you can choose a list view to change what data is being presented.
One view will always exist - All - this shows all records for that object but can be a little overwhelming in cases where more than 100 records exist.
Click on Create New View to define your own personal List View.
Create a New View
Click on create a new view,
1. Name your new list, - if you intend other to use it name it clearly and concisely.
2. "View Unique Name" will populate automatically.
3. Options 3 and 4 act as an initial filter for the object. For contacts you can filter by Campaign and by who owns them but in most cases you will have the choice to filter by ownership alone: "My ..." vs "All ..."
5. You can filter on almost any field at the Contact level, these can be open text fields such as Address.
6. PIcklist or Checkbox values...
7. ... and dates which can be both actual date values or dynamic dates such as "Today"
8. You can add more than 5 filters.
9. and also add filter logic to make more complex queries.
Filter and List View Data Objects
In Step 3 you can choose which fields you wish to add to your list view, i.e. what data is relevant for the search string you defined above.
And finally in step 4 define the usage of your list view. If all users in the organization will benefit from this then share with all but beware of sharing too many as otherwise the list of List Views becomes hard to use and manage.
If you wish to be more restrictive you can share with just yourself or with groups of specific users.
List View by Tab - Applications
On Save you will be returned to your list view and it will then be accessible in the future.
To modify a list view that exists click Edit next to the name of the list view and make required changes as if you wree creating it.
Be careful in modifying list views that belong to or are used by other people. If you wish to you can create a new list view by clicking Save As.