If data appears missing in a Pavilion List View, use these tips to make sure you're seeing the correct information. Here’s how to check and adjust your view:
Checking the Selected List View
List Views in Salesforce act as filters that determine the criteria for displaying specific records. Ensure that you have selected the correct List View to view the data you're expecting. List Views are typically located in the navigation or sidebar menu of the application.
Verifying List View Filters
List Views can have predefined filters applied to them to display specific data. These filters narrow down the results based on certain criteria like record type, status, owner, or other related fields. Double-check that the List View filters are correctly set to include the data you're searching for.
Configuring the List View
1. Click Recently Viewed (or other currently selected List View name) dropdown menu.
2. Click the Name of the List or other List View that fits your requirements.
3. You can pin your List View so it becomes the default for you.
4. Make sure that the filter settings of your List View are correct (Admins only).
Adjusting List View Filters
If the List View Filters are not showing the desired results, you can modify the filters to refine the data. Look for options to edit or customize the List View within the application. From there, you can add or remove filters and adjust the criteria to display the necessary records.
Using Advanced Filtering Options
Depending on the capabilities of the Pavilion solution, you may have advanced filtering options available. Explore additional filter settings, such as range filters (date ranges or numeric ranges), to further refine your List View and display the specific data you're looking for.
Checking Data Permissions
It's important to ensure that you have the correct permissions to access the data you're searching for. In some cases, certain user roles or profiles may have restricted access to specific records or fields. Contact your system administrator to verify your permissions and make any necessary adjustments.
By following these steps, you can troubleshoot any issues with missing data in your List Views within Pavilion. Remember to select the appropriate List View, verify the filters, and adjust them accordingly to display the desired records. And if needed, check your data permissions to ensure you have the necessary access.