You can use the Elements org model to slice and dice your Salesforce metadata however you want. You can create custom, configurable, and pre-filtered list views with the ability to take mass actions on selected metadata.
Prerequisites
You will need:
A connected Salesforce Org to the Elements application
Create a custom view of metadata components
As a user with edit rights on the org model, click on the 'Create new view' next to the 'Metadata views' dropdown.
Give it a name, a description, browse and select the metadata you want to include by double-clicking or dragging (this will affect the attributes available to add).
The Private view toggle creates the view in a private folder, accessible only to you and not available for sharing with others.
Select attributes to see as columns by double-clicking or dragging and dropping them from the "Available columns" to the "Displayed Columns".
Also, use the 'Select all' toggle to include all attributes in your view. You can re-order the attributes in the right column from top to bottom, which will impact the order of columns from left to right in the view.
Select the filters to apply to the view (if required). You can filter metadata only by attributes that were added as columns before.
Editing custom view
To edit any aspect of the generated view or delete it, the user with org model edit rights just needs to hover over the view from the dropdown and choose one of the available options.
Inline filtering and sorting
You can apply column-level filters using operators such as equals, does not equal, contains, does not contain, starts with, etc. Sort any column by clicking its header to toggle ascending/descending.
Temporary table filters reset when you leave the view, but globally-saved filter configurations remain until you change them.
Attributes supported for columns and filters
Custom view supports adding to columns and filtering any attributes you can see in the Details tab for a specific metadata type.
Available mass-actions
You can multi-select/bulk-select components in a custom view and perform bulk operations. You need to right-click on the grid to open the context menu.
Supported bulk operations:
Mass-update optimisation (assesment) status
Mass-update node assignee
Mass-update metafield value
Mass-add to story: attach selected components to the existing or new story
Create a story per node
Create a story: create one story and attach all selected components
Mass-add tags: adds selected tags to new tags
Mass-replace tags: replaces all existing tags with new tags
Open dependency grid: show all used-by dependencies for the selected components
CSV download
You can click on the download icon and choose the 'Listed metadata' option. This will generate a CSV file with the selected columns and a full set of metadata matching your filter criteria that can be downloaded.
Any user with view and edit rights to the Org model can download the CSV file of the generated view.
Custom view considerations
Up to 50 custom views can be created in an Org model.
Custom views are shared by everyone in the Org model (except the private ones).
TIP You can review the current description and summary of your custom view with applied metadata types, attributes, and filters by clicking the Show filter, criteria, and description label in your view.
