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Organize Participants List View on the Claim Record Page

Organize Participants List View on the Claim Record Page

Use sort, search, filter, and freeze capabilities to look at the claim participant records and analyse the details that are most relevant to you. However, these capabilities don’t apply to the claim items associated with the claim participant records.

Required Editions

View supported editions.
User Permissions Needed
View user permissions.
  • Use the list view search box to search for the claim participant records.
  • Use filtering to narrow down the results and view participant records that are most important to your task. You can apply multiple filters to the same grid, too.
  • Use sorting to organize columns as ascending or descending.
  • Freeze the table columns while you scroll through the remaining data.
 
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Salesforce Help | Article