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Version: 1.21.3

Personal List Layout

Users can customize their list layouts 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.

note

Personal list layouts have a higher priority than default ones.

Configure a personal list layout

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

  1. Open the list you want to configure.
  2. Click the gear icon to the left of 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.
caution

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

The list layout view is represented by two boxes with customization buttons. The Selected box contains the columns displayed for users, along with the Available box 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.

Reset 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

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 box, select an element you want to move.
  3. Drag it or click to move this element to the Selected box. 
  4. Click Save to apply the changes.

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 .
  3. Click Save to apply the changes.

Delete columns


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

  1. Select the customizable view from the List view.
  2. In the Selected box, select an element you want to move.
  3. Drag it or click to move this element from the Selected box. 
  4. Click Save to apply the changes and leave the form.

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

  1. Select the customizable view from the List view.
  2. Click .
  3. Click Save to apply the changes.

Reorder columns


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

  1. Select the customizable view from the List view.
  2. In the Selected box, drag it or use and to reorder columns.
  3. Click Save to apply the changes.