Customizing the list view groups

You can customize the list view tabs by adding or removing columns, changing the column order and adjusting the column widths. Application recognizes the changes each time you log in using the same browser and computer. You can also hide or show the list view check boxes.

Note: These changes are not available from another computer and are lost if you clear the browser cache. To make permanent changes to a group, use the Query Builder Layout tab.

To add or remove columns:

  1. Access the group you require to modify on the list view.
  2. Click Add Column and select the field of the columns you require to display in the grid and clear the fields of the columns you require to hide in the grid. When finished, move the cursor off of the menu and click to close the menu.

To change the column order:

  1. Access the group you require to modify on the list view.
  2. Click the column header for the column to be moved and drag the column to the required location.

To change the column width:

  1. Access the group you require to modify on the list view.
  2. Place the mouse over the edge of the column until the cursor changes and then click and drag the edge of the column to the required width.

To hide or show the check box column:

  1. Access the group you require to modify on the list view.
  2. Right-click any column header and select the first option to display the check boxes or clear the first option to hide the check boxes.
  3. When finished click outside the field.

To undo the customization:

  • Right-click the group tab you require to undo the changes for and click Revert Layout on a list view.

    Reverts any customizations made to the group and returns the group appearance to layout determined by the Query Builder Layout tab. See Query Builder layout