Adding a column to a list

  1. From the list to personalize, select More Actions > Options > Personalize > Create.
  2. On the Column tab, click Add (+) and select Add Field.
  3. Specify this information:
    Label
    Specify the column name to display on the list.
    Field

    Specify the column field to add. You can specify the field name directly or use the advanced search to select a field. The field supports auto-complete, which starts the search as you type. This action searches for any business class, one to one, and one to many fields, but wildcards are not supported. When using advanced search, you can select any available field from the LPL picker page. If your role has full personalization or configuration enabled, you can click any field name in the Label column to view its LPL information.

    Note: Not all fields have LPL information available.

    You must know the source code or LPL name of the field you are searching. To get the LPL name of a field, hover over that field and press Ctrl + Shift + left-mouse-click. This action shows the Field Information window where you can specify or copy the field value.

    Updateable
    Select this check box to enable editing of field values directly from the list.
    Alerts
    Specify an alert for the list column.
    Sort Order
    Specify the order data shown in the column.

    Most of the available sort options here are for highly technical users. You can 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 setting of an individual field overrides 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
  4. 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 or the vertical dots icon, and move the row into the new position.
  5. Click OK.