Personalizing lists

You can add or delete columns, change labels, change column order, change the sort order, 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.

Lists are reused in Landmark applications. If you personalize a list, every page that uses the list will reflect your personalization.

The Column tab in the list editor shows a table that represents the columns, fields and field values, that make up the list. The columns (fields) table presents information about the fields as they are used in the table.

  • Field Name: The name of the field within the application object or business class.
  • Label: The column heading as it is defined by the business class unless you choose to personalize it.
  • Updateable: 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 displays here.

This table shows the types of changes you can make to a list in the list editor view.

Task Description
Change the list title. Specify a new title in List Title.
Change a column label. Select the row that represents the column change the value in Label under Details.
Configure whether or not field values can be edited directly from the list. Select the row that represents the field and select Updateable under Details.
Remove a column from a list. Select the row that represents the column and click Delete icon.
Reorder the columns. Select the row that represents the column, hover over the drag and drop icon (vertical dots) and move the row into the new position.
Add an alert. Select the row that represents the column, and click Alerts. See Defining list alerts.
Define the sort order for individual columns. To sort a column, select the row that represents the column and click Sorting and Totaling. Select a value in Sort Order. Most of the available sort options here are for technical users. You might 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 make a selection for sort order for an individual field, the individual field's setting will override the default sort order on the list.

Add totaling options to columns that contain numeric data. This option calculates the total for data in the list and displays it at the end of the list.
  1. Select the row that represents the column and click Sorting and Totaling.
  2. Change the value in Totaling.
    • 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 will automatically filter the list and show only records that meet criteria. Click the Filter tab. See Building a filter.
Add a column to the list. Click Add Field. See Adding a column to a list.
Add a column that calculates other columns. Click Add Compute. See Adding a computed field to a list.
Remove your personalization and reset your list to the default. Click Reset.