![]() ![]() With your list view selected, click “Kanban View” from the Display As dropdown menuĢ. “Kanban View” isn’t limited to opportunities though, it’s available for most objects, including Projects and Tasks in Inspire Planner.ġ. “Kanban View” is particularly useful for opportunities as you can see the count and sum of opportunities per Stage and move records through the sales process. “ Kanban View” gives you a visual summary of your data, whilst enabling you to keep things moving by dragging and dropping records so they move through your processes. It’s also worth noting that not all fields are editable from a list view check out this article to troubleshoot common issues with inline editing. If you use Record Types, Salesforce list views will need to be filtered on a single Record Type before you are able to inline edit. Update multiple records at once by selecting the records, choose your field, make any changes, then apply the changes to multiple items Click into an editable field, enter or edit data, then hit enter or press SaveĢ. Instead of navigating to individual records, you can save time by updating your records directly from a list view.ġ. The search bar tooltip will display any fields that are not searchable Inline Edit Not all fields are searchable so be sure to keep an eye out for the tooltip advising you which fields are not available for your search!ġ. If your Salesforce list view is returning a lot of results you can search for an individual record using the list view search bar. Inspire Planner also deeply integrates with standard Salesforce Tasks, so by going into your Tasks tab, you can also see all of your personal as well as Inspire Planner Project Tasks in a Table view: Search Your List View ![]() Here is how you can display your Inspire Planner Projects in a Table view when you want to see more data at once: This lets you track your projects and tasks, displaying the data you need to see. Click on any column to sort click once to sort ascending and twice to sort descendingĪnd since Inspire Planner is a 100% Salesforce-native project management app, it utilizes many native features including Salesforce List Views. Hover, then select the dividing line between columns to resize column widthģ. ![]() Click on the dropdown arrow next to a column and select “Wrap text” (particularly useful for fields such as Description or Next Steps)Ģ. Similar to a spreadsheet, the “Table View” display will allow you to easily view your data in rows, wrap text, and resize or sort by any column.ġ. The default display option for Salesforce list views is “ Table View”. Read on for your complete guide to Salesforce list views in Lightning. Create a set of standard list views to avoid repeat requests, or empower your users by teaching them to create bespoke list views, so they can grab and segment data at a moment’s notice.Īt first glance, list views in Lightning are very similar to Classic, but when you delve a little deeper you’ll discover they have become far more intuitive and powerful. Through.Salesforce list views are a powerful reporting tool for you and your users. If there are more than zero rows returned, theįunction fetch_assoc() puts all the results into an associative array that we can loop Then, the function num_rows() checks if there are more than zero The next line of code runs the query and puts the resulting data into a "" Ĭode lines to explain from the example above:įirst, we set up an SQL query that selects the id, firstname and lastname columns from the MyGuests $sql = "SELECT id, firstname, lastname FROM MyGuests" Įcho "id: ". PHP Examples PHP Examples PHP Compiler PHP Quiz PHP Exercises PHP Certificateĭie("Connection failed: ". PHP - AJAX AJAX Intro AJAX PHP AJAX Database AJAX XML AJAX Live Search AJAX Poll PHP XML PHP XML Parsers PHP SimpleXML Parser PHP SimpleXML - Get PHP XML Expat PHP XML DOM MySQL Database MySQL Database MySQL Connect MySQL Create DB MySQL Create Table MySQL Insert Data MySQL Get Last ID MySQL Insert Multiple MySQL Prepared MySQL Select Data MySQL Where MySQL Order By MySQL Delete Data MySQL Update Data MySQL Limit Data PHP OOP PHP What is OOP PHP Classes/Objects PHP Constructor PHP Destructor PHP Access Modifiers PHP Inheritance PHP Constants PHP Abstract Classes PHP Interfaces PHP Traits PHP Static Methods PHP Static Properties PHP Namespaces PHP Iterables PHP Advanced PHP Date and Time PHP Include PHP File Handling PHP File Open/Read PHP File Create/Write PHP File Upload PHP Cookies PHP Sessions PHP Filters PHP Filters Advanced PHP Callback Functions PHP JSON PHP Exceptions PHP Forms PHP Form Handling PHP Form Validation PHP Form Required PHP Form URL/E-mail PHP Form Complete Superglobals $GLOBALS $_SERVER $_REQUEST $_POST $_GET PHP RegEx ![]()
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