About the List View

In a List View, records are displayed in a grid, like a spreadsheet. The tabs in your case management application display cases and tasks, for example. But list views are also used for objects, reports, and many other platform components.

Application tabs like Cases and Tasks have a sidebar that lets you customize the view and create new ones. Administrative views, on the other hand, use the available space to show as much information as possible. For many of those views, the alphabetic filtering option makes it easier to find the record(s) you're looking for.

Common operations provided by all views include:

• Click a column heading to sort the records on that column.
  (The column icon changes to show that it has been sorted.)
• Click again to reverse the sort.
• Type in a value and click the Magnifier icon to search for a record with that value. Click the down arrow to get a list of things you've searched on before.