As is the case with most features in the Lightning experience, they have been significantly upgraded from what we became accustomed to using in Classic. List views are no different. In this piece we will call out some of the distinct advantages that List views have in the Lightning experience.
In-line Editing:
When a list view is filtered on a specific record type, Users will have the ability to in-line edit certain values right from the list view. If you see the pencil icon when you hover over the field value, your users will have the ability to edit the value – or can check the box of several line items & edit multiple values at once!
View your data with a List View chart:
Within a few clicks, you can visualize the records in your list view in a chart. Maybe you want to understand the general make up of your pipeline list view? Add a chart and see!
Kanban view:
List views can also be consumed in a different format called “Kanban”. Records are organized as cards in columns, making it a snap to visually track and update work. Kanban view is typically available for objects that have standard list views, like Accounts, Cases, and Opportunities. Some of the most common use cases for Kanban are working your Case records through the Support stages or moving opportunities through the sales process by dragging the card to the updated stage.
Pinned List view:
Users are now no longer required to always start with the “Recently Viewed” list view, when accessing an object tab. Now, Users can pin their favorite or most common list views when accessing a tab.
Sharing settings:
List views no longer have to be personal or Org wide – but you can instead share them with team members. You now have the option to share a list view with other members of a public group or with other users in a similar role.
