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            Manage Workflow List Views in Agentforce Supply Chain

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            Manage Workflow List Views in Agentforce Supply Chain

            Create, edit, share, and set a default list view to organize workflows in Agentforce Supply Chain.

            Required Editions

            License Required

            This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Supply Chain license.

            To purchase an Agentforce Supply Chain license, contact your Salesforce account executive.
            User Permissions Needed
            To manage list views in Agentforce Supply Chain: Internal User Type

            With custom list views you can save filter and column configurations for the Home page, making it easy to access the workflow information most relevant to you.

            Create a Custom List View

            Create a custom workflow list view in Agentforce Supply Chain.

            1. From the Home page, configure the filters and columns you want to include in your view.
            2. Click the Save as button.
            3. Enter a name for your list view.
            4. Optionally share your custom list view.
            5. Click Save.
              Your list view now shows in the list views dropdown.

            Rename a List View

            Rename a custom workflow list view in Agentforce Supply Chain.

            1. From the Home page, in the list view dropdown, hover on the view you want to rename.
            2. Click Rename.
            3. Enter a new name for your list view.
            4. Click Save.

            Edit a List View

            Edit a custom workflow list view in Agentforce Supply Chain.

            1. From the Home page, in the list views dropdown, select the view you want to edit.
            2. Change the filters or columns.
            3. Click the Apply button.
              The list view now shows your changes.

            Share a List View

            Share a custom workflow list view in Agentforce Supply Chain.

            1. From the Home page, in the list view dropdown, hover on the view you want to share.
            2. Click Share.
            3. Select people, teams, or roles to share the list view with.
            4. Click Share.
              The selected users now have access to the list view.

            Set a Default View

            Set a default workflow list view in Agentforce Supply Chain.

            1. From the Home page, in the list view dropdown, hover on the view you want to set as the default.
            2. Click Set default view.
              The selected list view now opens by default when you load the Home page.
             
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            Salesforce Help | Article