Step 1: Navigate to the Object
Before creating a View, open a record from that tab. E.G If Creating a View under Flight Legs, open a Flight Leg to use as a reference and identify what fields are required to use as a filter.
Navigate to the Tab and click Create New View:
Name the List View and select the Visibility.
Step 2: Name the View
Enter a name for the View and the View Unique Name will automatically populate (screenshot 1. 1 from above) and save.
On the right of the screen the Filters window will appear (screenshot 2)
Specify to see all the records under that Tab or only the ones your User has created.
Step 3: Add the filters
Apply the appropriate Filters to the View. The best way to start is to think of what Information you do not want to see. (screenshot 3)
E.G. Flight Legs that are currently in the planning stage or those that are Cancelled. So the below filter is applied: Leg Status not = Planning or Cancelled: (screenshot 3. 1)
Next, filter out the information required (screenshot 3. 2 - 3. 3)
E.G. All Flight Legs Dispatch by ExecuJet UK Ltd. Flight Legs that take off in the next 7 days. The screenshot below shows how to apply these filters:
Note: For a list of all relative Date Values that can be applied to Views & Reports please click here:
https://help.salesforce.com/HTViewHelpDoc?id=custom_dates.htm&language=en_US
Finally, in this example, we want to see those Flight Legs that do not have a PIC OR SIC OR Cabin assigned to them. The screenshot below demonstrates this. The Blank Value show we want to see results where the PIC, SIC or Cabin 1 name = Blank (screenshot 3. 4)
In order to show OR logic, change the filter logic to look like the below. OR Statements must always be defined using ( and ). If your View has only AND statements, then you don't need to use the filter logic at all: (screenshot 3. 5)
Step 4: Add the fields
Select the Fields you want to be displayed on the report. (screenshot 4 - 5)
