Customizing List Views: Adjusting Displayed Fields

Updated 5 months ago by Charlotte Klein

After reviewing existing, standard list views in Gradforce, you may want to adjust the information you see. One way to do this is by defining the fields you'd like to display. List views are similar to a standard spreadsheet: records are represented by rows, fields are represented by columns, and the intersecting cells are the individual record field values. In this document, we will discuss customizing the "columns", or fields. To define the "rows", or records, that you wish to see, take a look at this doc.

If you have already cloned and saved a list view, skip to Step 4.
  1. Identify a standard list view to clone. You can choose a list view that comes fairly close to the records and fields you want to see to minimize the adjustments you need to make, but you will ultimately be able to customize any view to fit your requirements.
  2. Using the gear to the top right of the view, select Clone.
  1. Enter a name for your list view and click Save.
Only you will be able to see your private list views.
  1. Use the gear icon again to choose Select Fields to Display.
  1. Scroll through Available Fields to locate the fields you'd like to display in your list view. You will see there are a lot of available fields; it's helpful to identify ahead of time the information you are hoping to see in your list view and jot down the fields to look for.
Don't add too many fields to your list; doing so will force each column to be so narrow that you won't be able to use the view effectively. Focus on the specific requirements of the current list view and just add fields to meet those requirements. Remember, you can always make another list view to use for another purpose if you're finding yourself trying to do too much with just one view.
  1. Once you have found a field, select it, click the right arrow, then move the field up or down in the Visible Fields list. Do this until you have moved over every field you want to display in your list view.
  1. To remove fields, go through the steps in reverse: select the field from Visible Fields and click the left arrow.
  2. Once you are comfortable with the fields that will display on your list view, click Save.
  3. Review the resulting list view. If you need to adjust the fields, repeat steps 4-8 until your list view displays the information you need.
Blank cells indicate a lack of value for a specific field on a specific record.
  1. After you confirm the "columns" displayed in your list view, consider filtering your "rows" so you see only the records relevant to you project.


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