To give users a head start in completing the tasks that are assigned to them, administrators can customize the list view of pages.
For each role, administrators can preconfigure the list view of pages such as the list views of pages for assets, users, software, and contracts. To present the information that users need, administrators can:
- Filter the information that is presented to users using a saved search
- Show information that is relevant to the user's role
- Rearrange the order of the columns
- Highlight fields by changing the format of the fields
For each role defined in your organization, you can present the information that your colleagues need to help them get their tasks done.
Before you start
The role must have at least read permissions for the object.
Procedure
Create a saved search for a role
- Open the custom object or object page.
- Create a new search or edit one that you created.
- When you save the search, select Public: Role specific and select the roles you want to apply the saved search to.
- Save your changes.
Setting a default saved search for a role
If you want to replace a previously applied saved search for a role, you must reset the role.
- Click Configuration > Security > Roles.
- Click a role.
- Click PERMISSIONS.
- Optional. Click Reset user default searches
.
- Select a Default saved search.
Result
When the user logs in and opens the object, the customized list view of the page is displayed.
Permissions
The search can only be created, updated, and deleted by users who originally created the search or who have read, create, edit, delete permissions for managed saved searches in Security > Roles > Permissions.
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