What is a list view?
A list view is a table of records within a Pavilion tab.
For example, when you open Customers, Inventory, Jobs, or Sales, Pavilion displays records in a list view.
List views can help you:
View a specific group of records
Sort records by column
Filter records by criteria
Choose which fields appear in the table
Open individual records
For more information, watch this video from Salesforce or refer to their knowledge base article.
Open a list view
1. Select the tab that contains the records you want to view. For example, select Customers, Inventory, Jobs, or Sales.
2. Pavilion opens the default list view for that tab.
3. Click on the List Views dropdown to view other available list views for that topic.
Note: Each List View provides a different set of filters and sorting options to organize the records.
Pin a list view
1. To pin the selected list view, click the Pin icon near the list view’s name.
2. A pin icon shows which list is currently pinned.
Edit a list view
1. Open the tab where you want to create the list view.
2. Select the List View Controls icon.
3. Under List View Controls, select ‘Clone’ to make a copy of the current list view.
Note: List Views cannot be edited, so if your goal is to edit an existing list view, first select Clone.
4. Enter a list name.
5. Select who can access and view this list view: only you, or all users, including Partner and Customer Portal users.
6. Click the Save button. The Filters panel appears.
7. Click Select Fields to Display.
8. Click on the column header you want to move, and then click the right arrow button to move the column to the visible fields.
To Arrange the Column Order in the List View:
Within the “Visible Fields” section, you have the option to arrange the order of the columns. Click on the column header you want to move, and then click the ‘up/down’ button to reorder them based on your preference.
9. Click Save.
10. Click Filter by Owner.
11. Add and set filters to view only the records that meet your criteria.
12. Click Done.
13. Click Add Filter.
14. Select the field to filter, an operator, and a value.
15. Click Done.
16. Click the Save button. The view appears in the list view dropdown list, so you can access it later. Pin a list view if you want it to load as the default list for that object.
Delete a List View
1. You can delete a list view when you no longer need it. Under List View Controls, select Delete, then confirm the deletion of the list view.
Choosing preferred list display options
1. Open the list view.
2. Click Select list display.
2. You will see 3 options for displaying the list. For example, Split View list.
