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How do I lock a filter in Salesforce?
Lock Filters on the Run Page Click Reports, then find your Cases by Status report and click Edit. To open the Filters pane, click Filters. Click the filter Industry equals Energy and select Locked. Click Apply.
What is a report filter in Salesforce?
If you have created a Salesforce report you have probably used a report filter. Whether this has been by time period, such as created date, or by sales rep or opportunity stage, these filters determine which records do or do not show up in your report results.
What happens when a filter is locked in Salesforce Lightning?
This determines the ability of the user who runs the report to edit or delete filters while viewing a report. Consider the following screenshot: When filters are locked, they will be shown under the Locked Filters area, and the user who runs the report will be not able to edit or delete it.
How do I lock filter in Report Builder?
When adding filters to a report in the report builder, there is a Locked checkbox. This determines the ability of the user who runs the report to edit or delete filters while viewing a report. 1.Open your desired report in Lightning Experience. 2. Click Edit. 3. From the options on the left, click Filters. 4. Click to Edit the Filter Logic. 5.
How to filter report units in Salesforce trailhead?
Click Reports, then find your Cases by Status report and click Edit. To open the Filters pane, click Filters. Change the Units standard filter to Days and then click Apply. From the Add filter… lookup, search for and select Industry.
Is there way to lock filter in lightning experience?
In salesforce we can lock filters to prevent people from editing a field filter while reading the report in Lightning Experience. In Lightning Experience it is possible to select whether filters are locked or unlocked. We can prevent users from customizing the information in the reports.