Adding a column to a list
- From the list you want to personalize, click More Actions (ellipsis).
- Click Options > Personalize > Create.
- On the Column tab, click Add (+) > Add Field.
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Specify this information:
- Label
- Specify the column name that you want to display on the list.
- Field
- Specify the column (field) you want to add. If you know
business class and field names, begin typing in the field. The field uses an
auto-complete feature, which starts searching as you type. It will search for any
business class, one to one and one to many fields. Wildcards are not available.
You must know the source code (LPL) name of the field you are searching for. To get the LPL name of a field, go to the field you want and place your cursor in the field. Press Ctrl + Shift + left-mouse-click. This shows the Field Information window where you can specify or copy the field value.
- Updateable
- Select to allow field values to be edited directly from the list.
- Alerts
- Specify an alert for the list column.
- Sort Order
- Specify the order data is shown in the column.
Most of the available sort options here are for highly 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.
- Totaling
- If the column you add is numeric data, you can use this
option to calculate the total for data in the list and display 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
- The new column is added to the bottom of the list of fields for the list. To reorder the column in the list, hover over the drag and drop icon (vertical dots) and move the row into the new position.
- Click OK.