Using the Custom Settings list view
Use the Custom Settings list view to access custom settings to view or modify. Use the provided groups to find the custom setting you require to view or modify.
Note: The system administrator and users with the appropriate role can
access these features. See What are Roles and Secured Actions?
To access the Custom Settings list view, click from the Navigation bar.
You can perform these actions:
- Click , to refresh list information.
- Click the custom setting name, to access the Custom Settings detail view. See Using the Custom Setting detail view
- Work with records in a grid. See Working with Grids in list views and tabs
- Filter My list. See Using Task Pane filters
- Use the Lookup to search for records. See Using lookup
- View a groupWhat are Groups?
- Modify the MaxExportRecordCount custom setting. See Modifying the MaxExportRecordCount custom setting
- Modify CreatePivot custom setting. See Modifying the CreatePivot custom setting
The Task Pane contains the Common Tasks section. In this section, you can:
- Add to Group. See Adding Ad Hoc group records
- Remove from Group.
- Save Records as a Group. See Adding an Ad Hoc group
- Export records. See Exporting records to a file
- Import records. See Importing records
- Update records. See Updating multiple fields for multiple records
- Delete records. See Deleting multiple records