Personalizing lists
menu: You can make basic changes to a list directly on the list. You can show or hide the filter row and show or hide columns.
: You can add or delete columns, change labels, change column order, change the order in which the data in the columns is presented, and for numeric columns, add totals. Select Options > Personalize to open the list editor view of the list.
The Column tab in the list editor shows a table that represents the columns in the list. The columns table presents information about the fields as they are used in the table.
- Field Name: The name of the field in the application object or business class.
- Label: The column heading as it is defined by the business class unless you personalize it.
- Allow Update: Whether or not the values in the list can be edited directly from the list.
- Sort Order: If a sort order has been applied to the column, it shows here.
- Totaling: If a totaling option is applied, it shows here.
This table shows the types of changes you can make to a list in the list editor view:
| Task | Steps |
|---|---|
| Change the list title. | Specify a new title in the List Title field. |
| Change a column label. | Select the row that represents the field and click . Change the value in the Label field. |
| Configure whether field values can be edited directly from the list. | Select the row that represents the field and click . Select the Allow data to be updated in the list field. |
| Remove a column from a list. | Select the row that represents the field and click . |
| Reorder the columns. | Select the row that represents the field and click or . Alternatively, drag each row by placing your pointer over the first column. |
| Define the sort order for the list or for individual columns. | To set a default sort order for all fields on the list: On the
Column tab, select a value
in Default Sort Column
field. By default, the sort is ascending. Select the Sort Descending check box for descending order. To sort a column, select the row that represents the field and click . Select a value in the Sort Order field. Most of the available sort options here are for technical users. As an end-user, you may want to select ByUniqueID, which shows the data in key field order. By default, the sort order is the way in which the data is stored in the database. If you select a sort order for an individual field, the individual field's setting overrides the default sort order on the list. |
| Add totaling options to columns that contain numeric data. | Use this option to calculate the total for data in the list and show it at the
end of the list.
Total: The total of all records Running Total: The total at the current point in the records Percent of Total: The percent of the total that this set of records represents |
| Define filter conditions for the list that automatically narrows the list and shows only records that meet criteria. | See Building a condition. |
| Add a column to the list. | See Adding a column to a list, |
| Remove your personalization and reset your list to the default. | Click . |