List views in Tribe help you display records in a clear, structured format, similar to a spreadsheet. They are useful when you need to scan, search, filter, or export large sets of data. You might use a list view when preparing exports, reviewing records in detail, or setting up targeted communication. By following this guide, you will learn how to open a list view, customise its columns, and apply filters that match your needs.
Table of Contents
What Does A List View Do?
How Do I Open A List View?
How Do I Add Or Edit Columns In A List View?
How Do I Add Filters To A List View?
What Does A List View Do?
A list view displays records in rows and columns, similar to a spreadsheet. Each row represents a single record, and each column shows a specific field, such as name, status, or owner.
List views allow you to decide which information appears, how it is ordered, and which records are included. Saved list views can also be used for exports and other actions, such as email campaigns.
How Do I Open A List View?
You can open a list view from any widget that supports this format.
Follow these steps:
Open a dashboard.
Locate the widget that contains the data you want to view.
Select the List View Icon within the widget.
The data will now appear in a list format.
Tribe also provides a dedicated list view widget. This widget shows all available list views for a specific component, such as sales opportunities, customers, projects, or support tickets.
You can find this widget in the widget library.
How Do I Add Or Edit Columns In A List View?
Tribe includes a set of standard list views, but administrators can create custom views with their own columns. Customising columns helps you focus on the information that matters most.
Custom columns affect how data is used:
Exports include all columns from the selected view.
Searches only look within the visible and hidden columns of the view.
Follow these steps to edit or create a custom list view:
Open a list view.
Select the Configuration Icon in the top-right corner of the view.
Open the Views tab.
Review the default view settings.
Click the + Icon next to Columns to add a new column.
Reorder columns using the arrow icons.
Hide a column using the Eye Icon if you want it searchable but not visible.
Rename the view.
Select Save As New View.
Note: Hidden columns remain searchable but do not appear in the list view.
How Do I Add Filters To A List View?
Filters limit which records appear in your list view. This helps you focus on specific data, such as open tickets or your own sales opportunities.
Follow these steps to add a filter:
Open Configuration.
Navigate to the View Settings for your list view.
Click the + Icon next to Filter.
Select a field.
Choose a condition.
Select a value.
Add additional conditions using the + Icon if needed.
Select Save.
Example: To create a view showing only your won sales opportunities:
Set the Seller field to Equals and choose Myself.
Set the Phase field to Is Equal To and choose Won.
Note: Always save your view after making changes or your settings will be lost.
Quick Summary
List views in Tribe display records in a structured, column-based format. You can open list views from widgets, customise columns, and apply filters to control which data appears. Saved list views can also be used for exports and other workflows.