After completing this unit, you'll be able to:
Since users don’t need an admin to create list views for them, Maria’s going to go get some coffee, and we’ll step into the shoes of one of her coworkers, Erin Donaghue. Erin’s a new sales rep for Ursa Major Solar, focusing on channel customers in the United States. She wants to set up a custom list view so she can see only those types of accounts. Here we go.
So far, the list view is showing us all Maria’s accounts, regardless of their type or location. Also, the Filters panel is now available.
Let’s set up some filters. First, Erin wants to see only channel customers.
Great! The list has been pared down to only channel customers.
But let’s say Erin not only wants to see channel customers, but also only those on the West coast.
Wow, that filtered the list down to only a few items. But you get the idea. When you save it, the new view you have created appears when you activate the Select List View button from the Accounts page.
You can collapse and expand the filter pane by pressing ENTER on the Show Filters toggle button. You can change who can see the list view by activating the List View Controls button and selecting Sharing Settings from the menu.
You’ve created a custom list view and added filters, but there’s even more you can do. Erin doesn’t want to see certain columns, and wants to add others. Let’s start there.
Take a look at the Account Name column header in our table of listed accounts. Screen readers should announce information about how the column is sorted. Press ENTER on the header to sort that column in a different way. The column header will announce how the list is sorted.
You can edit records directly from within a list view by placing screen reader focus on the table of records, then turning the JAWS virtual cursor off or putting NVDA into focus mode. Using the four arrow keys, you can navigate the table like a grid. Editable fields will announce the word Edit, while non-editable fields will announce the word Locked. Press ENTER on the field you wish to edit.
List view charts help you visualize your list view data. Erin wants to see which accounts represent the most overall pipeline value, so she’s going to add a chart to the All Opportunities list view. Let’s follow along.
The aggregate type specifies how the field data is calculated: by sum, count, or average. The aggregate field specifies the type of data to calculate. The grouping field labels the chart segments.
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