List Views

A list view allows you to see a filtered list of records in the CT Mobile app.

List Views

The list views are pulled from Salesforce and available in:

  • offline objects, such as Accounts,Contacts, Opportunities, etc.

  • reference fields, for example, for Accounts, Contacts,Opportunities, etc.

  • the Routes module for the Activity objects

  • the Nearby Accounts module for Account, Activity, and Contact objects

  • the Calendar module for Activity and Account objects

Some list views in CT Mobile do not come from Salesforce:

  • All{Object Name}

  • Last viewed

    • Values are displayed based on the Last Viewed Date field retrieved from Salesforce. When a user opens a record in the CT Mobile app, the value in the Last Viewed Date field of this record is also changed, but this change will not be sent into Salesforce.

List views are displayed above records in the left menu.

  • Records (regardless of case) are displayed in the list views if they match the filter criteria, for example,Record and RECORD. The counter of records next to the list view name is only displayed if there are fewer than 5 000 records downloaded on the device. Otherwise, the counter is not shown.

List Views Kotlin
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