Considerations for List Views in Quip

New Records

You can’t create a record from a list view in Quip.

Limits

The Salesforce List live app version 1.4.0 and later include these limits.

• Record Lists can include a maximum of 1,999 records.
• Related Lists can include a maximum of 500 records.

If you exceed a limit, a warning message appears.

You can see the version of the live app in the Salesforce List menu. Version 1.4.0 was released in April 2022. Prior versions of the Salesforce List live app support a maximum of 4,000 records.

Template Related Lists

• Some related list types aren’t available in List Mode and must be added via Manual Mode. Reasons include:
  • The object isn’t set up as a related list in the selected record’s layout.
  • The authenticated user doesn’t have access to this data.
  • The UI API isn’t returning the data, possibly because it doesn’t support the related list type.

Filters

• You can filter a field by a string, picklist, or numbered range value.
• String value filters use “includes” filter logic.
• Picklist value filters use “exact match” filter logic.
• String value filters are case insensitive.
• You can add filters only to a list view with loaded Salesforce data. Filters in Quip aren’t dynamic and can’t be added to a templated list view.
• You can apply filters only to visible fields.
• Removing a field from a list view removes the field’s filter.
• Filters added in Quip aren’t saved in Salesforce.
• Filters applied to a list view are visible to all users with access to the document. Filters aren’t specific to the viewing user.
• If Mirrored Salesforce Permissions are enabled, users without access to a field can’t see or edit filters added to it.
• You can’t add or update filters on mobile.

Locked Fields

You can’t change locked fields in Quip.

Refresh and Sync Functionality

• The owner of a list view added manually to a document is the user who added it.
  

  Note Owner refers to the user whom the list view is based on.
• The owner of a list view added by copying a template is the user who copied it.
• The owner of a list view added using Process or Flow Builder is the first user to open the document.
• When the Salesforce List live app refreshes, it uses the data that the list view owner has access to. To check who owns a list view, click Salesforce List in the top left-hand corner, and see which org and user the list view is connected to.
• Any user can edit and comment on the list view fields in Quip. Only users with access to the fields in Salesforce can sync edits to Salesforce.
• A list view owner can choose to discard or save changes made by non-owners.