You are here:
Edit List View Filters in Lightning Experience
To specify or broaden the scope of the records that you want to see in a list view, edit the list view filters.
Required Editions
| Available in: Lightning Experience |
| Available in: Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To edit list views: | Read on the type of record included in the list AND Create and Customize List Views |
| To create, edit, or delete public list views: | Read on the type of record included in the list AND Create and Customize List Views AND Manage Public List Views |
) on the left
side of the navigation bar at the top of your screen, you're in Lightning Experience. If
not, you’re in Salesforce Classic. List view filters also work differently in the
Salesforce mobile app.Some list views have predefined filter scopes and can’t be filtered. For example, the SOQL query for a generic Team list view or the Recently Viewed list view doesn’t allow further filtering of the query results.
-
From the list view, click
.
Note If the Filters panel says Locked Filters, then you don’t have permission to edit the list view. To edit the filters, clone the list view. Go to
and select Clone. Save the list view under a different
name and make a selection for Who sees this list view? Then edit the filters for the
cloned list view. - Edit, remove, or add filters to view only the records that meet your filter criteria. You have different options depending on the field you want to filter and the operator you choose.
- From the Filter by dropdown menu, select an operator. For example, choose equals, starts with, or excludes.
-
For Value, make a selection or enter a value, then click Done.
Filters support values only between the minimum and maximum for a signed 32-bit integer, or between -2,147,483,648 and 2,147,483,648. A value outside of this range disables that filter.
-
Adjust your filter logic if needed. The filter logic statement can’t reference a filter
number that doesn’t exist.
Note NOT doesn’t work with parenthetical expressions. For example, the expression 1 AND NOT (2 AND 3) evaluates as 1 AND (NOT 2 AND 3). In the filter results, no records are returned when you’d expect to see some records.
-
To apply the edited filters and update the current list view, click
Save.
If you want to create a list view based on the filter changes you’ve made, click Save As instead.
Anyone with access to the list sees the results of your saved changes.
You want to display a set of opportunities on a board rather than in a grid, but the list view includes records with different record types. The Opportunities board can only display list views with records of a single record type. To make the view displayable on a board, edit the filters on your list view. On the Filters panel, select Add Filter. Choose Opportunity Record Type and the equals operator, then input the value of the record type you want. Your edited list view can now be displayed on the board.
