Overview

The List View for Custom Objects gives you a powerful way to view and manage your custom data. Whether you're tracking program waitlists, staff certifications, or family preferences, this view helps you see everything at a glance.

What You Can Do

See All Records in One Place

Your custom object records appear in a clean, organized table. This makes it easy to scan through information and find what you need quickly — no more clicking through individual records one by one.

[SCREENSHOT: List view showing example custom object records in table format with multiple columns]

Sort by Any Field

Click any column header to sort your records. Need to see which staff certifications expire soonest? Sort by expiration date. Want to organize your waitlist by enrollment date? Sort by that field instead.

[SCREENSHOT: Column header with sort arrow indicator highlighted]

Customize Your View

Choose exactly which fields to display in your list. You can also resize columns and rearrange them by dragging to match how you work.

To customize your columns:

  1. Click the gear icon in the top right of the list view
  2. Check or uncheck fields to show or hide them
  3. Drag field names to reorder columns
  4. Click "Save" to keep your preferences
[SCREENSHOT: Column customization menu showing checkboxes for available fields and drag handles]
Pro Tip: Associated fields from related records can also be displayed in your list view. For example, if your custom object links to enrollment opportunities, you can show enrollment status right in the list.

Common Uses in Childcare

  • Waitlist Management: View all families on your waitlist with priority, desired start date, and program preference
  • Staff Certifications: Track certification expiration dates, types, and renewal status
  • Classroom Inventory: Monitor supplies, equipment, and materials across rooms
  • Allergy Tracking: Maintain a quick-reference list of dietary restrictions and allergies