Change enhanced list display

Quickly customize a list display. Options include the following:

• Add or remove columns, move columns, or resize columns.

• Sort column data.

• Freeze a column.

• Wrap column text for easier viewing.

• Change the number of rows shown in a list.

• Split the view to display details of any list record.

• Filter column data to display only the information of interest. See Simple column filtering and Advanced filtering.

As needed, you can save configuration options to a view for repeated use. Each time you open the view, the list displays the updated data in the required format.

Add or remove a column

You can add or remove one or more columns from a couple of convenient places in a list:

• From the Create new view or Edit view dialog

  1. From Manage view, select New or Edit. The Create new view or Edit view dialog appears.

  2. Select Columns from the navigation area.

  3. Select Add (circle) or Remove to add or remove columns.

  4. As needed, select Clip or Text wrapping to clip or fully display characters in the column data.

• From the Configure columns dialog in an existing list view

  1. In the list view, select Settings icon at the top of the list and select Configure columns. The Configure columns dialog appears.

  2. Add or remove columns as follows:

     • In the All tab, select columns to be added. You can also remove columns here, but it is more convenient to remove columns using the Selected tab where you can easily see all the columns selected for the view.

     • In the Selected tab, clear any undesired columns.

After you select Apply, columns are added to or removed from the view based on your selection.

Move a column

There are a few ways to set column order:

• As you view a list, you can drag a column head from its current position and drop it to a different position.

• Go to the Settings icon above the list and select Configure columns from the dropdown.

  1. Go to the Selected tab.

  2. Grab the handle beside a column name and drag it to the desired position.

• Go to Manage views and select Create a view or Edit view from the dropdown.

  1. Navigate to Columns.

  2. Grab the handle beside a column name and drag it to the desired position.

Resize a column

You can narrow or widen columns as needed. For example, if your table has multiple columns that extend beyond the viewable area, you can narrow columns to keep more columns in view and reduce scrolling.

To resize a column:

Position your cursor on the right border of the column and drag it to the right or left to widen or narrow the column respectively.

Sort a column

Columns can be sorted to display values in ascending or descending order.

• To sort on a single column, select the appropriate column label. Each time you select the label, the column is sorted in opposite order.

• To sort on multiple columns simultaneously, select Settings above the list and select Sort from the dropdown list.

  1. Select Add (circle) to add all the columns you want to sort on.

  2. Select Ascending or Descending for each column.

  3. Select Apply. The list is sorted by the first column, then by the second column, and so forth. For example, if you sort the Vendors list by Payment priority then by Total due, the list displays the payment priority and displays the amount due as the secondary sort criteria.

Freeze a column

You can set your display to have one or more columns remain in view as you scroll across the page.

Select Settings on the column head and select Freeze. A vertical border appears down the side of the column to visually indicate that the column is frozen in place. Any columns to the left of the freeze border remain in view; all other columns appear or disappear as you scroll horizontally.

Wrap text in a column

If a column contains characters that are cut off, you can set the column display to wrap to view the full text. If it's unimportant to view all the characters in a column, you can reduce the column display to show a single line of text with clipped text.

To wrap or clip characters in a column:

Select Settings on the column head and select Text wrapping.

• Select Wrap to change the character spacing from one line to multiple lines. The column cell increases in height so that all the text becomes visible.

• Select Clip to reduce multiple lines of text to one line. If the string is too long for the width of the column, characters are cut to fit the width.

Change the number of rows displayed on a list page

You can display 20, 50, 100, or 500 rows per page. The default is 50.

• To change the default, go to Show at the bottom of the list, and select the required number.

Navigate list pages

The total number of pages in your list is displayed at the bottom of the list.

• To move to a specific page in the list, go to Page at the bottom of the list and enter the required page number.

• To move between pages in the list, select the appropriate links at the bottom of the list: First, Previous, Next, and Last.

Split view

Toggle a list to move easily between a view of the list records or a split view that displays the details of a selected record in the list. For example, in the Suppliers list, you can split the screen to view the contact list, payment information, bank file, and more for a single supplier. In split view, you can simultaneously view and edit the details of the record.

To split a list view, do one of the following:

• Select the Split view icon above the list. The view divides into two sections.

• Select a record. The view divides into two sections.

The section on the right displays the details of the selected record.

In split view, you can continue to select a record at a time to view the corresponding record details without the need to return to the full list view.

To edit the details of a specific record:

1. Select the record to be edited. The page splits the view to display the record details on the right.

2. Select Edit.

3. Enter the required modifications to the record, then save it.