Step 1: Enter View Name

1. Before creating a View, open a record from that tab. For example, 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

2. Navigate to the Tab (e.g., Flight Legs), and click the gear icon (List View Controls) next to the List View name (screenshot 1.1).

3. Select New from the dropdown (screenshot 1.2).

4. Name the List View (screenshot 2.1)

5. Choose the visibility options (screenshot 2.2)

6. Click Save

 Screenshot

Step 2: Specify Filter Criteria

1. Click the gear icon (List View Controls) and Edit List Filter to open the filter options (screenshot 3)

2. Specify to see all the records under that Tab or only the ones your user has created (screenshot 4)

3. Click Add Filter (screenshot 5.1) > select a field to filter by from the dropdown menu (screenshot 5.2)

4. Choose an operator (e.g., equals, contains, starts with) (screenshot 5.3)

5. Enter the filter value(s) that you want to use (screenshot 5.4)

6. Repeat the process to add more filters if needed

 Screenshot

EXAMPLE:

1. 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 6)

   1. 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 6.1)

2. Next, filter out the information required (screenshot 6.2 - 6.3)

   1. E.G. All Flight Legs Dispatch by Company X Flight Legs that take off in the next 7 days. The screenshot below shows how to apply these filters:

3. 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

4. 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 shows that we want to see results where the PIC, SIC or Cabin 1 name = Blank (screenshot 6.4)

5. 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 6.5)
    

 Screenshot

Step 3: Select fields to Display

Select the Fields you want to be displayed on the report (screenshot 5):

1. Go to the object tab (e.g., Flight Legs)

2. Click the gear icon (List View Controls) next to the List View name

3. Click Select Fields to Display (screenshot 7)

4. Drag fields from Available Fields to Visible Fields to add them (screenshot 8)

5. Drag fields within Visible Fields to reorder them (screenshot 9)

6. Click Save

 Screenshots

Step 4: Restrict Visibility

1. Click on the gear icon (List View Controls) and select Sharing Settings (screenshot 9)

2. Choose visibility options:

   1. Only I can see: This list view for private visibility

   2. All users can see: This list view for public visibility

   3. Share List View with Groups of Users: The List View is shared with specific groups or roles within your organization.

      • If you choose this option, you will be prompted to select the groups, roles, or individual users you want to share the List View with. (screenshot 10)

3. Click Save

 Screenshots