Configure a Column

Configure columns to select and position the columns of data that appear on a page.

Note: View options may vary per page. The title of the Settings icon may be specific to the grid or detail window that the icon pertains to.

To configure a column:

  1. Navigate to a page, and then select Settings.
  2. In the Manage Views or Settings panel, select the Columns tab.
  3. In the Available Columns section, select columns and select Add Column to Selected Columns to add them to the Selected Columns section.
  4. To position the columns in the Selected Columns section by:
    • Using the up and down arrows to change the positioning of the columns.
    • Dragging columns between the pinned and unpinned sections or by dragging the Pinned Columns Above slider up or down. Pinned columns are displayed in a section at the beginning of the table and will not move when the rest of the table is scrolled horizontally. Pinned columns are not available on every page.
  5. In the Standard Column Options section, select from the following to enable additional column options:
    • Show Discussion Indicator: Select to show or hide the discussion icon in a table.
    • Show Row Numbers (Activities page only): Select to show or hide row numbers in the Activities List.
  6. Apply the view:

    In the Manage Views panel:

    1. Select Save. When selected, you are saving all changes to the current view.
    2. Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
    3. Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
    4. Select Reset.
    5. Select Close.

    In the Settings panel:

    • Select Save.

Tips

Related Video Tips

Using Drag-and-Drop Video