Use enhanced lists

Select the check box next to an item in the enhanced list.

The action bar appears at the bottom of the screen.

Click a button on the action bar to take that action, such as viewing the list item, deleting the item, or editing the item.

If no actions are available for the selected item, the action bar states “No available actions.”

Hover over a primary field on a list item to see the More menu. (The primary field is the left-most column in the table.)

Click the menu to see additional actions for the item. Some actions might be specific to that list and do not appear on any other lists.

Click Columns above the list.

Use the toggles to display or hide columns in the list.

To reorder the columns, click the Drag icon and move a column to your desired location. Moving columns changes the list automatically.

An indicator appears on the Columns button when columns are hidden. The indicator does not appear when you reorder columns.

Click the + icon on the top right of the table to open the Column manager box.

Search for an existing object field in the Available column, then click + to the right of the field name it to add it to the Selected column.

Click - to the right of a field in the Selected column to remove it from the list.

Click Save.

Click the Views dropdown and select New view.

Enter a name for the view, and click Create.

(Optional) Hide, show, or rearrange the columns. For more information, see Customize columns in an enhanced list.

(Optional) Filter and group the list items. For more information, see Filter and group items in an enhanced list.

Changes to views are saved automatically, and the changes are visible to anyone who uses the view.

The next time you apply this view, the column and filter settings remain the way you set them.

In the Views dropdown, hover over the view in My Views that you want to share, then click on the three-dot menu when it appears.

Select Share.

In the Share dialog, enter the names of the users, teams, or groups that you want to share the view with, then select them from the list when they appear.

You can give the following permissions to the recipients:

• View: Users can apply the view to the list but not share it.
• Manage: Users can rename the view, share it with others, and delete it.

Click Save.

Click Filter above the list.

In the Filter box, click Add condition.

Select a field to filter by.

Select a filter modifier, such as “Has any of,” “Has none of,” “Is before,” or “Is after.” The modifier options are different depending on the type of field you are filtering by.

Select the field value or values. Depending on the field type you are filtering by, you might be prompted to select the item from a list, search for it, or use a calendar to select a date range.

The filter is applied to the list automatically.

Click Add condition to add another condition to the filter as an OR statement.

When the filter is applied, you can open the Filter options again to change the filter options or clear all of the filters.

An indicator appears on the Filter button when a filter is applied to the list.

Click Group above the list.

Select a grouping to organize your list.

When the grouping is applied, you can open the Group options again to collapse or expand all of the groupings at once, change the grouping to group by a different field, or clear all of the groupings.

An indicator appears on the Group button when a grouping is applied to the list.

Go to the column and click the down arrow.

An icon next to a column name indicates that the list is sorted by the values in that column, and the direction of the sort.

Click Group and select if you want to sort in ascending or descending order.

Type your search term in the search field above the list. The results are highlighted in the list as you type.