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Users can customize their list layouts set by administrators with personal settings in a way they need. Personal list view customization is also available for related lists on the forms of the SimpleOne elements.

Info

Personal list layouts have a higher priority than default ones.

List

Configuring personal list layout

view


To customize your personal list view, follow the steps below:

  1. Open the list you want to configure.

  2. Click the gear icongear iconImage Modifiedon to the left in the list titleof column titles.
  3. In View name, select the view you want to configure.
  4. Establish the desired set of fields using the List layout configure features.
Note

Administrators define list views accessible for personal customization with the the List layout settings settings.

The list layout view is represented by two heapselects windows with customization buttons.   The Selected heapselect window contains the columns displayed for users, along with the Available heapselect window containing the rest columns that can be added to the view.

All the views created by administrators are available under the List view on the bottom of the List layout configure menu.

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Reset

Resetting to default


To reset your list view settings to default, follow the steps below:

  1. Select the customizable view from the List view.
  2. Click Default settings on the bottom of the list layout configure form

Customization actions

Perform the desired list view configuration with the following features:

  • Add columns
  • Delete columns
  • Reorder columns.
You can also reset the custom list layout view to default settings.


Add columns


To add a column to the personal list layout, follow the steps below:

  1. Select the customizable view from the List view
  2. In the Available heapselect window, select select an element you want to move.
  3. Drag-and-drop or click Image Modified button to to move this element to the Selected heapselect window
  4. Click Save to apply the changes and leave the form.

To add all the columns to the personal list layout, follow the steps below:

  1. Select the customizable view from the List view.
  2. Click Image Modified button.
  3. Click Save to apply the changes and leave the form.

Delete columns


To delete one column from personal list layout, follow the steps below:

  1. Select the customizable view from the List view.
  2. In the Selected heapselect window, select select an element you want to move.
  3. Drag-and-drop or click Image Modified button to move this element from the Selected heapselect window
  4. Click Save to apply the changes and leave the form.

To delete all the column from personal list layout, follow the steps below:

  1. Select the customizable view from the List view.
  2. Click Image Modified button.
  3. Click Save to apply the changes and leave the form.

Reorder columns


To reorder the columns of personal list layout, follow the steps below:

  1. Select the customizable view from the List view.
  2. In the Selected heapselect window, drag-and-drop or use Image Modified and Image Modified buttons to reorder columns.
  3. Click Save to apply the changes and leave the form.

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