Filter listviews by user-specified criteria using the Salesforce1 app
|Knowledge Article Number||000204550|
|Description||Salesforce1 mobile browser app users can filter existing list views to see just the records they need, instead of cluttering up Salesforce with even more list views.|
|Resolution||Salesforce1 list view filters let a user fine-tune the data that’s displayed in a list view without affecting how the list view appears to other people in the organization. While viewing a list view, tap the filter icon. The Filter page shows any existing filters, which can be cleared if the user wants to start over. To add a new filter, tap the plus sign, select the field by which to filter, and tap Apply. Then enter the filter criteria for the selected field and tap Apply to filter the list view.
The way to enter filter criteria varies, depending on the type of field:
- For text fields, enter the first few characters that match the records to display. For example, to see accounts whose names start with "A" create an Account Name filter on an accounts list view and type A in the field.
- For date fields, set a start date and an end date to specify a date range. Only results within those dates will appear in the list view.
- For number fields, enter a minimum and maximum value. Only results in that range will appear in the list view. For example, to see only accounts with a certain number of employees, create an Employees filter on an accounts list view, and enter numbers to create the desired range.
Note: It’s possible to accidentally create a filter that displays no results if the filter criteria is inconsistent with the list view’s parameters. For example, creating a filter that shows only opportunities between $5,000 and $10,000 for a list view that displays opportunities over $20,000 returns no results. If a filter has no results, the user should check to see if the filter is screening out all results.
Note: This is available within native downloaded app from the appstore version 7.0 or later and the webapp accessed through the mobile browser.