Skip to content
Custom Objects.

SmartLists for Custom Objects

Create and share SmartLists for Custom Objects: build custom views with filters, sorting, and column resizing; instant search and seamless team collaboration.

2 min read431 words12 explained imagesUpdated Wed, 15 Oct, 2025 at 1:36 AM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.

TABLE OF CONTENTS

Overview


We're excited to introduce SmartLists for Custom Objects! Now you can easily create, save, manage, and share customized views of your custom object data with your entire team, simplifying your workflow and improving collaboration

What's New?

  • Create SmartLists: Easily build customized views for your Custom Objects.
  • Smartlist Search: You can instantly search for the smartList by heading over to manage smart lists and then searching for the specific smart list.
  • Easy Switching: Seamlessly move between different SmartLists.
  • Column Resizing: Customize column widths and save your preferences.
  • Sharing Made Simple
    • Share Lists: Easily share SmartLists with your team or selected members.
    • Permissions: Assign view-only or edit permissions for users.
    • Direct Links: Share your lists directly via links for consistent viewing across your tea
  • Stay Organized
    • Duplicate Lists: Quickly duplicate existing SmartLists to create variation
    • Rename, Export, Delete: Easily rename, export, or delete SmartLists as your needs evolve.
    • Admin Controls: Administrators can manage and oversee all SmartLists.

How to Use SmartLists:

  1. Creating and Viewing a SmartList: 
    Navigate to the Custom Object, (e.g., Jobs)   
    Step 1 of 1: Creating and Viewing a SmartList: Navigate to the Custom Object… What this shows Step 1 of 1: Creating and Viewing a SmartList: Navigate to the Custom Object, (e.g., Jobs) What this shows Shows what this covers for step 1 of 1 in the "How to Use SmartLists:" section of "SmartLists for Custom Objects". This screenshot accompanies step 1 of 1 in the "How to Use SmartLists:" section of "SmartLists for Custom Objects". At this point in the walkthrough you creating and Viewing a SmartList: Navigate to the Custom Object, (e.g., Jobs). This part of the guide covers 1 field, listed below. Step 1 of 1Image 1 of 12 What this coversCreating and Viewing a SmartList: Navigate to the Custom Object, (e.g., Jobs)
    Fields in this part of the guide Creating a Smart List:
     

  1. Configure Filters & Columns: 
    Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data.
     To create a new list:
     a. Click Advanced Filters, choose filter criteria:
     b. Select the columns you wish to display and set sort order.

    Step 1 of 2: Configure Filters & Columns: Smart lists have a unique combination of… What this shows Step 1 of 2: Configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for… What this shows Shows what to choose for step 1 of 2 in the "How to Use SmartLists:" section of "SmartLists for Custom Objects". This screenshot accompanies step 1 of 2 in the "How to Use SmartLists:" section of "SmartLists for Custom Objects". At this point in the walkthrough you configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order. This part of the guide covers 1 field, listed below. The next step is to creating a Smart List. Step 1 of 2Image 2 of 12 What to chooseConfigure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order.
    Fields in this part of the guide Creating a Smart List:
    Next stepCreating a Smart List:
    All 2 steps in this procedure
    1. Configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order. this image
    2. Creating a Smart List:
    Step 1 of 2: Configure Filters & Columns: Smart lists have a unique combination of… What this shows Step 1 of 2: Configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for… What this shows Shows what to choose for step 1 of 2 in the "How to Use SmartLists:" section of "SmartLists for Custom Objects". This screenshot accompanies step 1 of 2 in the "How to Use SmartLists:" section of "SmartLists for Custom Objects". At this point in the walkthrough you configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order. This part of the guide covers 1 field, listed below. The next step is to creating a Smart List. Step 1 of 2Image 3 of 12 What to chooseConfigure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order.
    Fields in this part of the guide Creating a Smart List:
    Next stepCreating a Smart List:
    All 2 steps in this procedure
    1. Configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order. this image
    2. Creating a Smart List:

  2. Creating a Smart List:

  1. Click on the ‘+ List’ icon.
    Step 1 of 1: Click on the ‘ + List ’ icon What this shows Step 1 of 1: Click on the ‘ + List ’ icon. What this shows Shows what to click for step 1 of 1 in the "Click on the ‘+ List’ icon." section of "SmartLists for Custom Objects". This screenshot accompanies step 1 of 1 in the "Click on the ‘+ List’ icon." section of "SmartLists for Custom Objects". At this point in the walkthrough you click on the ‘ + List ’ icon. For context, this section explains: Creating and Viewing a SmartList: Navigate to the Custom Object, (e.g., Jobs). This part of the guide covers 1 field, listed below. Step 1 of 1Image 4 of 12 What to clickClick on the ‘ + List ’ icon.
    Fields in this part of the guide Creating a Smart List:

  1. Enter a List Name, review filters, columns, and sorting and create.
    Step 1 of 1: Enter a List Name, review filters, columns, and sorting and create What this shows Step 1 of 1: Enter a List Name, review filters, columns, and sorting and create. What this shows Shows what to fill in for step 1 of 1 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". This screenshot accompanies step 1 of 1 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". At this point in the walkthrough you enter a List Name, review filters, columns, and sorting and create. This part of the guide covers 1 field, listed below. Step 1 of 1Image 5 of 12 What to fill inEnter a List Name, review filters, columns, and sorting and create.
    Fields in this part of the guide Creating a Smart List:

 4. Managing Your SmartList:

  1. Edit: Click on Customize List to adjust filters, sort order, and columns.

    Step 1 of 2: Edit: Click on Customize List to adjust filters, sort order, and columns What this shows Step 1 of 2: Edit: Click on Customize List to adjust filters, sort order, and columns. What this shows Shows what to click for step 1 of 2 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". This screenshot accompanies step 1 of 2 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". At this point in the walkthrough you edit: Click on Customize List to adjust filters, sort order, and columns. This part of the guide covers 1 field, listed below. The next step is to duplicate: Select Duplicate, enter a new name, and click Create. Step 1 of 2Image 6 of 12 What to clickEdit: Click on Customize List to adjust filters, sort order, and columns.
    Fields in this part of the guide Creating a Smart List:
    Next stepDuplicate: Select Duplicate, enter a new name, and click Create.
    All 2 steps in this procedure
    1. Edit: Click on Customize List to adjust filters, sort order, and columns. this image
    2. Duplicate: Select Duplicate, enter a new name, and click Create.

  2. Duplicate: Select Duplicate, enter a new name, and click Create.

Enter a List Name, review filters, columns, and sorting and create. (image 7 of 12) What this shows Edit: Click on Customize List to adjust filters, sort order, and columns. What this shows Illustrates the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". This screenshot appears in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". The text alongside this image reads: Edit: Click on Customize List to adjust filters, sort order, and columns. Duplicate: Select Duplicate, enter a new name, and click Create. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Exporting: Click Export to download your list data. Deleting: Use the Delete option to remove any unwanted lists. Image 7 of 12 What to fill inEdit: Click on Customize List to adjust filters, sort order, and columns. Duplicate: Select Duplicate, enter a new name, and click Create.
Fields in this part of the guide Creating a Smart List:
Next stepExporting: Click Export to download your list data. Deleting: Use the Delete option to remove any unwanted lists.
All 2 steps in this procedure
  1. Configure Filters & Columns: Smart lists have a unique combination of advanced filters, sorting and the columns we wish to display for that particular smart list, this makes smart lists a powerful combination to organise your data. To create a new list: a. Click Advanced Filters, choose filter criteria: b. Select the columns you wish to display and set sort order.
  2. Creating a Smart List:

  1. Exporting: Click Export to download your list data.

  2. Deleting: Use the Delete option to remove any unwanted lists. 

5.  Sharing and Permissions:

  1. Default visibility: sub-account admins and users.

  2. To modify access: click Share, assign View or Edit permissions to selected users.

    Step 2 of 2: To modify access: click Share, assign View or Edit permissions to… What this shows Step 2 of 2: To modify access: click Share, assign View or Edit permissions to selected users. What this shows Shows what to click for step 2 of 2 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". This screenshot accompanies step 2 of 2 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". At this point in the walkthrough you to modify access: click Share, assign View or Edit permissions to selected users. This part of the guide covers 1 field, listed below. Step 2 of 2Image 8 of 12 What to clickTo modify access: click Share, assign View or Edit permissions to selected users.
    Fields in this part of the guide Creating a Smart List:
    All 2 steps in this procedure
    1. Default visibility: sub-account admins and users.
    2. To modify access: click Share, assign View or Edit permissions to selected users. this image

6. Quick SmartList Creation

  1. Apply any Advanced Filter > click on unsaved changes.

    Step 1 of 1: Apply any Advanced Filter > click on unsaved changes What this shows Step 1 of 1: Apply any Advanced Filter > click on unsaved changes. What this shows Shows what to click for step 1 of 1 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". This screenshot accompanies step 1 of 1 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". At this point in the walkthrough you apply any Advanced Filter > click on unsaved changes. This part of the guide covers 1 field, listed below. Step 1 of 1Image 9 of 12 What to clickApply any Advanced Filter > click on unsaved changes.
    Fields in this part of the guide Creating a Smart List:

  1. Click on Unsave Changes on the top right > click Save as New SmartList

    Step 1 of 1: Click on Unsave Changes on the top right > click Save as New SmartList What this shows Step 1 of 1: Click on Unsave Changes on the top right > click Save as New SmartList What this shows Shows how to confirm for step 1 of 1 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". This screenshot accompanies step 1 of 1 in the "Enter a List Name, review filters, columns, and sorting and create." section of "SmartLists for Custom Objects". At this point in the walkthrough you click on Unsave Changes on the top right > click Save as New SmartList. This part of the guide covers 1 field, listed below. Step 1 of 1Image 10 of 12 How to confirmClick on Unsave Changes on the top right > click Save as New SmartList
    Fields in this part of the guide Creating a Smart List:

7. Search Across SmartLists

Easily search across the smart lists by using the search button, to access:

  1. Click the ••• menu > Manage Smart Lists.

  2. Use the Search placeholder to enter a keyword.

    Step 2 of 2: Use the Search placeholder to enter a keyword What this shows Step 2 of 2: Use the Search placeholder to enter a keyword. What this shows Shows what to fill in for step 2 of 2 in the "Easily search across the smart lists by using the search button, to access:" section of "SmartLists for Custom Objects". This screenshot accompanies step 2 of 2 in the "Easily search across the smart lists by using the search button, to access:" section of "SmartLists for Custom Objects". At this point in the walkthrough you use the Search placeholder to enter a keyword. Step 2 of 2Image 11 of 12 What to fill inUse the Search placeholder to enter a keyword.
    All 2 steps in this procedure
    1. Click the ••• menu > Manage Smart Lists.
    2. Use the Search placeholder to enter a keyword. this image
    Step 2 of 2: Use the Search placeholder to enter a keyword What this shows Step 2 of 2: Use the Search placeholder to enter a keyword. What this shows Shows what to fill in for step 2 of 2 in the "Easily search across the smart lists by using the search button, to access:" section of "SmartLists for Custom Objects". This screenshot accompanies step 2 of 2 in the "Easily search across the smart lists by using the search button, to access:" section of "SmartLists for Custom Objects". At this point in the walkthrough you use the Search placeholder to enter a keyword. Step 2 of 2Image 12 of 12 What to fill inUse the Search placeholder to enter a keyword.
    All 2 steps in this procedure
    1. Click the ••• menu > Manage Smart Lists.
    2. Use the Search placeholder to enter a keyword. this image

Best Practices

  • Clearly label SmartLists for easy identification.
  • Regularly review and update sharing permissions.

Was this guide helpful?

Related guides

Getting Started with Custom Objects3 min readCreating and Editing Custom Objects5 min read · 8 imagesCreating and Updating Custom Object Records3 min read · 12 imagesCustom Objects - Real Estate Case Study2 min read · 6 images