Customizing and Sorting Your Custom Object List View
Understanding the List View for Custom Objects
The List View for Custom Objects provides a powerful way to manage and interact with your custom data. It presents your records in a clear, table-like format, allowing for quick scanning and easy access to key information. You can customize which fields are visible and how they are arranged to create a view that perfectly suits your team's workflow.
Accessing the List View
To start working with your custom object records in List View, navigate to the Custom Objects section within your CRM. Select the specific custom object you want to manage. The system will display its records in the List View by default, presenting them in a structured grid.
Sorting Your Records
Sorting helps you organize your records to highlight the most relevant information. You can sort by the standard Created and Updated date fields, as well as by many custom field types.
Sorting with the Dropdown Menu
To sort using the menu:
- While in the Custom Object List View, locate and click the Sort button.
- From the dropdown, select the field you wish to sort by.
- Choose either Ascending or Descending order.
- Click Apply to sort the list.
Quick Sorting by Clicking a Column Header
For a faster method, you can click directly on the header of the column you want to sort. Clicking the header once will sort the records. Clicking the same header again will toggle the sort order between ascending and descending.
Field Types That Cannot Be Sorted
Please note that sorting is not available for the following custom field types:
- Checkbox
- Dropdown (Multiple)
- Textbox List
Customizing the List View Layout
You can tailor the List View to show only the information that matters most to you and your team.
Showing and Hiding Fields
You can control which fields appear as columns in the table. This includes the ability to show or hide associated fields from related objects, giving you a consolidated view of connected data.
Adjusting Column Width and Order
To improve readability, you can resize any column by clicking and dragging the edge of its header. You can also reorder columns by clicking and dragging a column header to a new position in the table, allowing you to arrange information in the sequence that best fits your process.
Frequently Asked Questions
Can I sort by my custom fields?
Yes, you can sort by most custom field types, in addition to the standard Created and Updated date fields.
What is the quickest way to sort records?
Clicking directly on a column header is the fastest way to sort. A second click on the same header will reverse the sort order.
Why can't I sort by a checkbox or multi-select field?
Sorting is not supported for the Checkbox, Dropdown (Multiple), and Textbox List field types.
Can I change which columns are visible?
Yes, you have full control over which fields are displayed as columns, including associated fields.
Can I rearrange the columns?
Yes, you can both resize and reorder the columns to create your ideal layout.