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SFDC: Create customized views of data


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SFDC: Create customized views of data

 

A custom object tab in an application is a navigational element that, when clicked, displays data for the corresponding object. For example, when you click on Invoices in the Warehouse app, you see a default list view of the most recent invoices that you've touched. In this post, we see more about views and how to create custom views to meet specific needs.

View a List of Invoices:

Notice how the All view sorts records alphabetically and provides navigation controls for large lists. So, right out of the box, you have several default views that list invoices. But what if you need a custom view?

1.       Select the Warehouse app and click the Invoices custom object tab. By default, the Recent Invoices view displays your most recently viewed records — notice the pick list in the upper right corner of the view. You can update the view display by changing the picklist to Recently Created and various other options.

 

2. Click Go! to switch from the Recent Invoices view and display a list of All invoices. Notice how the All view sorts records alphabetically and provides navigation controls for large lists.

Create new view

Let’s say you want to see only closed invoices

In this step, we create a custom view that only shows invoices with a status of Closed.

1.       On the Invoices tab, click Create New View and name it Closed Invoices.

 

2.       Select All Invoices, and specify a filter criteria: Status equals Closed.

 

 

3.       A custom view shows only the fields you select. Update the Selected Fields list with only Invoice Number, Status, and Last Modified Date.

 

4.       Select Visible only to me and then click Save.

 

Note: Notice that you restricted the visibility of this view. That's a really important feature because you can create views of data for everyone in your company, groups of people, or a view that only you can see.

 

At this point, you might think that views are read-only displays of data for a custom object—not so. In the new Closed Invoices view, move over the Status field for a specific invoice. Notice that a pencil icon appears in the field, indicating that the field is editable inline, right from the view. Double-click the Status field and the app provides you a way to edit the field.

 

**This document is referred from salesforce help tutorials

 


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