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Manage Home Workflow List Views in Agentforce Operations

Create, edit, sort, share, and set a default list view to organize workflows in Agentforce Operations.

Required Editions

License Required

This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license.

To purchase an Agentforce Operations license, contact your Salesforce account executive.
Role or Access Needed
To manage list views in Agentforce Operations: Log in access

With custom list views you can save filter and column configurations for the Home page, making it easy to access the workflow information most relevant to you.

Only columns visible in the list view are available as filter options. To filter by a column that's not shown, add that column to the list view, and then add the filter.

See Also

Manage List View Columns

Add, remove, or move columns in the Home workflows list view.

  1. From the Home page, click Columns.
  2. To add a column, add a field.
    1. Search for a field or blueprint.
      Fields are grouped by blueprints where they're used.
    2. Click the field to add as a column.
      The column is added to the Selected list.
  3. To remove a column, click x next to the column.
  4. To move a column, drag the column within the Selected list.
  5. To move multiple columns, press the Shift or CMD key, and then click the columns you want to move. Drag them to their new location.

Create a Custom List View

Create a custom workflow list view in Agentforce Operations.

  1. From the Home page, configure the filters and columns you want to include in your view.
  2. Click the Save as button.
  3. Enter a name for your list view.
  4. Optionally share your custom list view.
  5. Click Save.
    Your list view now shows in the list views dropdown.

Rename a List View

Rename a custom workflow list view in Agentforce Operations.

  1. From the Home page, in the list view dropdown, hover on the view you want to rename.
  2. Click Rename.
  3. Enter a new name for your list view.
  4. Click Save.

Edit a List View

Edit a custom workflow list view in Agentforce Operations.

  1. From the Home page, in the list views dropdown, select the view you want to edit.
  2. Change the filters or columns.
  3. Click the Apply button.
    The list view now shows your changes.

Share a List View

Share a custom workflow list view in Agentforce Operations.

Note
Note Sharing a list view doesn't grant access to the underlying workflows. Recipients see a filtered list of only the workflows they have access to.
  1. From the Home page, in the list view dropdown, hover on the view you want to share.
  2. Click Share.
  3. Select people, teams, or roles to share the list view with.
  4. Click Share.
    The selected users now have access to the list view.

Reorder Columns on the Home Page

Rearrange columns on the Home page to customize the workflow list view layout in Agentforce Operations.

  1. On the Home page, locate the column header you want to move.
  2. Drag the column header to its new position and release.
    The column moves to the new position and the layout updates in real time.

Group Sorted Workflows

Sort workflows by multiple columns at a time to group and organize the list in Agentforce Operations.

Use multi-column sorting to group workflows and then sort within those groups. For example, sort by status first and then by due date to see overdue workflows grouped together and ordered by urgency.

  1. From the Home page, click Sort.
  2. Select a column to sort by and select ascending or descending order.
  3. To add another sort level, click Add sort and select another column.

    The list sorts by the first column, then sorts within those groups by the second column. Keep adding columns to the sort to add more groupings.

    Tip
    Tip To quickly add or remove sorts, press CTRL or CMD and then click the column header that has the sort.

Set a Default View

Set a default workflow list view in Agentforce Operations.

  1. From the Home page, in the views dropdown, hover on the view you want to set as the default.
  2. Click Set default view.
    The selected list view now opens by default when you load the Home page.