AdvoLogix Matter Management

Setting up Custom List Views


To create a custom view, choose the Create New View link from any tab home page or list page. For activity list views, go to the home tab and click the list view icon below the calendar; then choose the Create New View link.

You can create new list views to see a specific set of records such as contacts, documents, or matters.  For example, create a list view of contacts in your state, maters with a specific status, or billings above a particular Amount.  You can also create views of accounts, billings, invoices, payments, DDPs and even employees (users).  

Choose a Tab

Choose a TAB

Create New View

Create New View

As long as the TAB has list views similar to the picture, then you'll be able to make a Custom List View.

Enter View Name

Enter View Name

1. Enter a View Name (This name will then appear on the TAB views drop-down list, once completed with creation)

2. If you see a View Unique Name  -- it will generally self populate once you enter a View Name and click away from that  field.  (*If you have the “Customize Application” permission, you can enter a unique name to be used by the API and managed packages.)

Specify Filter Criteria

Specify Filter Criteria

1. Specify the Filter By Owner option, such as records owned by you or all records

Optionally, limit the data using search criteria to Filter By Additional Fields. (For example, “Owner Last Name' equals 'Smith' will eliminate any records not owned by an employee (user) with the Last name Smith.)

2. Choose a Field by which you want to limit the results.

3. Choose an Operator from the second drop-down list.  (For more info see's Filter operators)

4. In the last field, enter a Value for a search term.

Special Values for Limiting Your View

When entering search criteria for list views or reports, use one of the following picklist values as the field, choose the equals operator, and enter the value True or False.


• All-day: True for all day events; false for events with a specific time

• Closed: True for closed tasks; false for tasks still open

• Task: True for tasks; false for events


Active: True for active; false for inactive


Email Opt Out: True for cannot receive mass email; false for can receive

Limiting by Date

• You can enter relative date values to base the view on dates, such as “Create Date equals last week.”

Valid date values are: today, tomorrow, yesterday, this week, next week, last week,last 90 days, next 90 days, this month, next month, and last month.

Excluding Blank Values

• You can exclude any records that contain blank values for a particular field.

• Choose the field and the “does not equal” operator; leave the value blank.

Add Filter Logic

Add Filter Logic

Click Add Filter Logic to change the default AND relationship between each filter.

For more information see's  'Filter Logic Tips'

• Each search criteria relates to the others with an AND operator. If you specify multiple criteria,

the resulting view includes items that match all criteria.

• To use an OR filter, enter up to 10 items separated by commas, in the third field, such as “State

contains CA, NY”. Use quotation marks for data that includes commas. For example, “10,000”,

“5,000” searches for 10,000 or 5,000.

• You cannot create list views within the Console tab, but you can view the list views defined on

the tabs of other objects.

Select Fields to Display

Select Fields to Display

1. Highlight and choose the custom or standard fields from the Available Fields

2. Add or remove the highlighted fields to/from Selected Fields

3. Choose the position of the Selected Fields

4. Use arrows to move filed selecteions up or down (Up = left / Down = right)

Restrict Visibility

Restrict Visibility

1. Administrators and users with the “Manage Public List Views” permission can set the visibility to make the view available to specific groups or roles.

2. Save

Tips on Sorting and Printing List Views

Tips on Sorting and Printing List Views

1. Once you have created your view, click any column heading on to sort by the data in that particular column -- Click the heading again to reverse sort.

2. The small black arrow will move to the new column chosen  -- it will point up for sorted as A - Z or point down for sorted as Z - A

3. You can choose to sort by a specific letter (specific to first letter of value in column chosen) alphabetically with the letter list  - (For example, Choose column Account and Click 'B' in the alphabet section and all Accounts that begin with the letter be will show in the list view -- The small black arrow will  point up for sorted as 'Ba - Bz' or point down for sorted as 'Bz - Ba')

4. You can print list views for some kinds of records.  (See's Printing List Views for more details).


Once you have created your view, click any column heading to sort by the data in

that particular column. Click the heading again to reverse sort.

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