Create and Customize List Views | Trailhead Screen Reader Instructions


Learning Objectives

After completing this unit, you'll be able to:


Create a List View

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.

  1. From the App Launcher, search for and select the Sales app. Next, select the Accounts link from Navigation menu.
  2. Locate the list view controls button. Pressing ENTER on it will expand a menu. Select New.
  3. Name the list Channel Customers.
  4. Select the radio button for  All users can see this list view.
  5. Activate the Save button.

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.

  1. Activate the Add Filter button at the bottom of the page.
  2. From the Field dropdown menu, select Type.
  3. Select  equals  for the operator.
  4. For Value, you will be presented with a list of options when you activate this element. select Customer – Channel from the list, then press ENTER on the Done button and then on the Save button.

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.

  1. Add another filter where Billing State/Province equals WA,OR,CA.

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.

 

Customize a List View

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.

  1. Activate the List View Controls button. From the menu that appears,  choose Select Fields to Display.
  2. Move Account Site, Account Owner Alias, and Phone out of the Visible Fields combo box, and add Industry and Customer Priority instead.
  3. Activate the Save button.

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. 

 

Create a List View Chart

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.

  1. From the Sales app, activate the Opportunities link from the navigation menu, and select the All Opportunities list view.
  2. Activate the Show Charts toggle button.
  3. In the Charts panel that appears, press ENTER on the Settings button. Information will expand below this element. Navigate down via the arrow key to find and select New Chart.
  4. Name the chart Pipeline Total Value and give it these parameters.
    • Chart Type: Donut Chart. This is the first dropdown after the chart name field.
    • Aggregate Type: Sum. This is the second dropdown menu.
    • Aggregate Field: Amount
    • Grouping Field: Account Name

 

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.

  1. Activate the Save button.

 

Note

Note

When you create a list view chart for an object, such as Opportunities or Leads, the chart is associated with the object. The chart is available for any list view that you have permission to see for that object, except the Recently Viewed list.


Resources



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