How to Create a List View of Your Campaigns
This document will demonstrate how to create a list view of campaigns associated with an individual, usually yourself, by cloning the UGADM - Event Representative or Owner list.
Accompanying demonstration video
- Before beginning, you need your Salesforce Alias, which you’ll find in Settings. In the upper right corner of Salesforce you’ll see a circle with your profile. Access settings by clicking on your profile and then clicking Settings. If it does not open to your personal information, find it by opening the Personal Information menu on the left. You’ll then find your alias under Details. Copy or write down your alias.
- Open the UGADM - Event Representative or Owner list by navigating to the Campaigns module in the Recruitment App menu, and clicking the down-arrow. Scroll and find the UGADM - Event Representative or Owner list.
- A window that says “no items to display” will open. To the right you’ll see a little gear with a down arrow. Click on the gear and select Clone.
- This will open a popup window called Clone List View. Give your list a name by deleting what has been pre-filled and then click Save.
- You will now have access to the filters pane on the right. Click the first filter, Owner Alias. Delete the existing alias and enter your own alias in the Value area.
- Changing the Owner Alias filter will get you most of your campaigns. However, there may be a campaign or two that you attend but don’t own - fairs where we send more than one person. Thus you will also want to customize the Additional Representative fields. You’ll want to keep at least the first two - more if you've attended fairs with more than three total UW-Madison representatives. Do not use your alias in these fields - simply type your name the way that it is recorded in Salesforce and click Save. Leave the filter logic as-is.
- Your list will now appear in the campaigns list drop-down menu.
- It will return all campaigns you’ve ever been added to, earliest to latest. You can reverse the sort order by hovering over Start Date and clicking the arrow that appears. Each of the columns has this sort option.
- You can also change which fields are displayed. To do so, click on the gear icon and choose Select Fields to Display.
- This will open a menu with a long list of Available Fields and Visible Fields. Click on a field and then the horizontal arrows to move fields between the two columns. Click the vertical arrows to the right of the Visible Fields column to change the order of the data columns in your list.