Bookshelf v8.1/8.2: About Using the Visibility Filter in Lists

The visibility filter, which appears in list headers, lets you access a set of records by filter values, such as My Accounts, My Team's Accounts, and so on.

For example, you want to query for information about an account. However, you do not own the account. The default filter value for the Accounts screen is My Accounts, which displays only your account records. To see every account record that you can access, use the visibility filter to choose the All Accounts filter value. You can then see the account records that you can access.

Table 6 describes each filter value in the visibility filter. In this table, the Accounts screen is used as an example, but these filters can appear in any screen. Because of your responsibilities, you might not see some filters in this table.

NOTE: My views show your login name in the Team field if the field appears in the view. All views show the login name of the primary team member in the Team field if the field appears in the view.

Table 6. Visibility Filter Values
Filter	Description
My Accounts	Shows items that are specific to you. You are the only user who can see these items, unless you are a member of a team that can access them.
My Team's Accounts	Allows a manager to look at the items belonging to that manager's team. For example, a manager can select the My Team's Accounts visibility filter and view the accounts that each team member is currently working on. You cannot add a new record to My Team's Account view unless users report to you.
All Accounts	Allows you to view all accounts that you are permitted to access.
All Accounts Across Organizations	Allows a user with the appropriate responsibilities to view all of the accounts in all of the companies. This view is for companies that have partnerships with other companies.

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