Edit Lists
The Edit Lists page allows you to change the fields that a customer sees in lists on various application pages. These pages are available in the page drop-down menu. The Available list shows the fields that are available while the Displayed list shows the fields that are currently assigned to the current page. The Displayed list also determines the order in which the fields are displayed. The top field is the first (left-most) field displayed.
- Make any desired changes to the customer's list preferences, noting the following:
- To include a data column on the selected page, select the column name from the Available list, and click the Add >> button. This moves the column to the Displayed list and configures the page to include that data column.
- To remove a data column from the selected page, select the column name from the Displayed list, and click the << Remove button. This moves the column to the Available list and configures the page to omit that data column.
Tip: You can work with multiple data columns simultaneously by pressing and holding the CTRL key while selecting column names to either omit or include those columns on the selected page.
- Avoid including too many columns on a page as doing so may introduce a horizontal scroll bar that complicates page use and forces users to scroll to access some controls and page content.
- The order of items in the Displayed list determines the order in which those data columns will appear on the selected page. The column appearing at the top of the Displayed list will be the first (left-most) column displayed on the selected page. To change the order of a column, select the column, and then use the Move Up or Move Down button to alter its position.
- After completing your changes for a specific page, click the Apply button to save your changes to the current page before selecting another page from the Page drop-down menu and making further edits.
- When you have finished making your changes, click the Save button to save your changes and return to the Customer Preferences page.