Managing data effectively is crucial for staying organized and getting work done efficiently. The 'List, Filter, and View' functionality is packed with tools designed to help you tailor and share your data exactly how you need it. Whether you're customizing columns, grouping data for clarity, or creating views to streamline collaboration 


This guide will walk you through every step. Explore these features and unlock new levels of productivity and control in your workflow. 



1. Customizing Your List View




Reorder Columns

  • Easily adjust column positions by dragging and dropping. Simply click and hold a column header, move it to your desired location, and release.

Sort Columns

  • Simply click on the up or down arrow next to the coumn that you want to sort. You will see the option to group or sort once you hover over a column

Add or Hide Columns

  • To customize which columns appear in your view:
    1. Click the cog icon at the top-right corner of the list.
    2. A menu will appear, showing available column options.
    3. Check or uncheck boxes to add or hide specific columns.

Group Data by Columns

  • Optimize your view by grouping data:
    1. Drag a column header into the grouping area at the top of the list.
    2. Data will immediately organize based on that column.
    3. To remove grouping, drag the column back to its original position.

Change the number of records displayed on a page

  • Click on the record count at the bottom of the list. You will see an option to change it to 25,50,100

2. Applying Filters




Focus your data by applying filters:

  1. Click the filter icon (or use the provided filter bar, if available).
  2. Define the conditions or criteria for narrowing results.
  3. Apply the filter to refresh the list and see only the relevant information.

You can apply multiple filters for more refined control over your data.

3. Saving a Custom View

Once you’ve selected your desired columns, grouping, and filter settings, save your view for easy access:

  1. Click the Save View button (usually at the top of the interface).
  2. Assign a descriptive name for your view (e.g., "Weekly Sales Report" or "Team Performance").
  3. Save it. Your new view will now be available for quick selection in the future.

4. Sharing a View

Collaborate seamlessly by sharing your customized view with colleagues:

  1. After saving the view, click the Share button.
  2. Enter the recipient's email or username, and decide on their level of access (e.g., view-only or editable).
  3. Confirm to share instantly.

Summary of Key Features:

  • Reorganize: Drag and drop columns for a personalized layout.
  • Customize: Use the cog icon to add, hide, or modify columns.
  • Group: Sort data by key headers for organized insights.
  • Save: Store your filters and layout for future use.
  • Share: Collaborate by sharing custom views with team members.

By utilizing these powerful tools, you can streamline workflows, focus on key data, and improve teamwork through seamless sharing. 


FAQ

1. How do I reorder columns in the list?

To reorder columns, simply click and hold the column header you want to move, drag it to your desired position, and release it. The column will adjust to its new location instantly.


2. How can I add or hide columns in my list view?

Click on the cog icon in the top-right corner of the list. A menu will appear showing all column options. Check the box for columns you want to add or uncheck the box for columns you want to hide. The changes will reflect immediately.


3. Can I group data in the list view? How?

Yes, you can group data by specific columns. Drag a column header into the grouping area located above the list. The data will be grouped by that column. To remove the grouping, drag the column header back to the main list area.


4. How do I apply filters to the data?

Click on the filter icon or use the filter bar. Define the criteria for filtering your results, such as setting conditions or values. Apply the filter, and the list will refresh to display only the relevant data. Multiple filters can be added for more precise results.


5. Can I save a custom view after setting it up?

Absolutely! Once you’ve set up your columns, grouping, and filters, click the Save View button. Name your view (e.g., "Monthly Summary") and save it. This view will be available for quick access later.


6. How do I share my custom view with colleagues?

After creating and saving your view, click the Share button. Enter the email or username of the colleague you want to share with. You can also set their access level, such as view-only or editable. Confirm, and the view will be shared.


7. What happens if I need to modify a saved view?

Simply open the saved view, make your changes (e.g., adjusting columns or filters), and save it again. You can either overwrite the existing view or save it as a new one as long as it was created by you.


8. Can I create multiple views for different tasks?

Yes, you can save multiple views tailored to specific tasks or projects. For example, you could create a “Sales Pipeline” view and a “Marketing Performance” view, then switch between them as needed.

9. How do I setup my "default" view?

Once you have created the view , click on the arrow next to the name and select "Set that as a default"


10. Why the save button is disabled


If the "View" was created by someone else in your team and shared with you, you cannot delete or update.