List Views · DealForge Docs

Overview

A list view is a saved filter for the list on the left side of an app. Instead of scrolling or searching every time, you describe the records you want once, for example Active products whose name contains "Laptop", and then apply that view whenever you need it.

List views work the same way in every app that has a filter button next to the search box:

App	What a list view filters
PCM Hub	The records of the object chosen in the List Source. Each object has its own saved views.
CD Hub	Context definitions.
Deal Packages	Deal packages.

License Manager does not have list views.

Filter, search and sort work together

A list view narrows the list the same way the search box does, and the two combine. The result count under the toolbar always shows how many records match everything you have applied.

Opening the List Views panel

Click the filter button next to the Refresh button, beside the search box. The List Views panel opens under it.

The List Views panel, showing saved views and their visibility

The button tells you the state of the list:

Button	Meaning
	No list view applied. The list shows every record, subject to your search.
	A saved list view is applied. The button turns light blue with a blue outline and a blue dot.
	A quick view is applied. The button turns amber with an amber dot, because the filter is not saved.

Hover over the button to see which of these it is.

Each saved view appears as a row with its name and whether it is Public or Private. Click the row to expand it and read its criteria. The row buttons are:

Icon	Action	What it does
	Apply	Filters the list with this view and closes the panel.
	Edit	Opens the view in the builder so you can change its name, criteria or visibility.
	Delete	Asks you to confirm in the row, then deletes the view for good.

The view that is applied right now is highlighted, and its Apply, Edit and Delete buttons are grayed out. To change it, clear it first.

Creating a list view

Click the filter button, then New. New is grayed out while a view is applied, so clear it first.
In the builder, set up the first condition:

The builder with two conditions, a name and the visibility

Pick a field from the first dropdown.
Pick an operator from the second. The operators offered depend on the type of the field.
Type or pick a value. Some operators need no value.

Click Add condition for each extra condition. A view can have up to eight. Use the at the end of a row to remove a condition.
Enter a List View Name. It is required to save.
Choose the Visibility, Public or Private.
Click Save, which saves the view and applies it. Use Back to return to the list without saving.

All conditions must match

A record is shown only when it meets every condition, so adding conditions narrows the list.

Operators

Type of field	Operators
Text	Contains, Does not contain, Starts with, Equals, Not equal to, Is null, Is not null
Number	Equals, Not equal to, Less than, Greater than, Less or equal, Greater or equal
Date	Equals, Not equal to, Before, After, On or before, On or after
Picklist	Equals, Not equal to, Includes, Excludes
Multi-select picklist	Includes, Excludes
Checkbox	Equals, with the two choices shown by name, such as Active and Inactive
Pick from a list (for example price books)	Any of, with a checkbox for each choice

Is null and Is not null need no value. Some apps offer a shorter list for a field, when only some operators can be applied there.

Public and private views

A Private view is yours alone.
A Public view is shared. Everyone who uses the app can apply it.
Only an app administrator can create or change a Public view. For everyone else the Visibility box is locked to Private. Anyone can still apply the Public views other people have made.
When an administrator starts a new view, Visibility starts as Public. For everyone else it starts as Private.

Trying a filter without saving it

To filter once without keeping the view, build the conditions as above and click Apply instead of Save. The panel closes and the list is filtered, and the view is listed as a Quick View with its criteria whenever you reopen the panel. Nothing is saved.

A Quick View can be cleared with the Clear button in the panel. To keep one, clear it and build it again with a name and Save.

Using a list view

Apply it: open the panel and click Apply on the view. The list reloads with only the matching records.
See what is applied: the filter button shows a dot, and the panel highlights the applied view. A line at the bottom reads No list view applied when none is.
Switch views: click Clear on the applied view, then apply another.
Clear it: expand the applied view in the panel and click Clear. The list returns to showing every record.
Change a view: clear it, click Edit, change it and save.
Remove a view: clear it, click Delete, then confirm.

If a list is empty after you apply a view, nothing matches its conditions. Clear the view, or edit it to loosen the criteria.

What you can filter on in each app

PCM Hub

The field list comes from the object chosen in the List Source, so Products offers product fields and Categories offers category fields. The field types decide the operators. Saved views belong to the object they were made for: a Products view is listed only while Products is the List Source.

Picking a different List Source starts you with no view applied. See Choosing What You See in the PCM Hub guide.

CD Hub

You can filter context definitions on name, API name, description, base definition, standard, active, reference definition, context TTL, created date and last modified date.

Deal Packages

You can filter packages on:

Package name
Version
Price book, picking one or more from a checkbox list
Product name, to find packages that contain a product

Name and product take Equals, Starts with and Contains. Version takes Equals.

Troubleshooting

What you see	What it means
No list views saved. Create one to get started.	No one has saved a view for this list yet. Use New.
Visibility is locked to Private	Only app administrators can make a view Public.
Save is grayed out	The view needs a name.
An access message in the panel	Your profile or permission set does not give access to the list views or the records they cover. Ask your administrator.