Configure a Column

Configure columns to select and position the columns of data that appear on a page.

Note: View options may vary per page. The title of the  Settings icon may be specific to the grid or detail window that the icon pertains to.

To configure a column:

1. Navigate to a page, and then select  Settings.
2. In the Manage Views or Settings panel, select the Columns tab.
3. In the Available Columns section, select columns and select Add Column to Selected Columns to add them to the Selected Columns section.
4. To position the columns in the Selected Columns section by:
   • Using the up and down arrows to change the positioning of the columns.
   • Dragging columns between the pinned and unpinned sections or by dragging the Pinned Columns Above slider up or down. Pinned columns are displayed in a section at the beginning of the table and will not move when the rest of the table is scrolled horizontally. Pinned columns are not available on every page.
5. In the Standard Column Options section, select from the following to enable additional column options:
   • Show Discussion Indicator: Select to show or hide the discussion icon in a table.
   • Show Row Numbers (Activities page only): Select to show or hide row numbers in the Activities List.
6. Apply the view:

   In the Manage Views panel:

   1. Select Save. When selected, you are saving all changes to the current view.
   2. Select Save As. When selected, you can create a new Personal, Project, or Workspace view with a new name in the Save View as window.
   3. Select Apply. When selected, you are returned to the grid. The grid displays any changes you have made; however, those changes are not saved. To save changes select Save or Save As in the View list.
   4. Select Reset.
   5. Select  Close.

   In the Settings panel:

   • Select Save.

Tips

• Additional formatting options for the table are available from the  Context menu in the table header. Access the  Context menu beside a row selection for additional row-specific formatting options, including, but not limited to the following:
  • Expand All or Collapse All hierarchical data for an object in a single table row from the row's  Context menu. To expand all or collapse all hierarchical data for all object rows, use the  Context menu in the table header.
  • Collapse a selection to a certain grouping band level by selecting the Collapse To option, and then selecting the grouping band you want to collapse in the current layout. The selection available in the list is based on the grouping bands displayed in the current view.

    Note: Expand All/Collapse All row settings can be saved to a view; however, individual Expand/Collapse row settings can only be maintained in the active view. If you switch views after expanding/collapsing hierarchical data in individual rows, you will need to readjust when you return to that view.

Related Video Tips

Using Drag-and-Drop Video