Edit the List View – User Guide
Introduction
Editing a List View in CRM lets you choose what columns are available for a user when they are selecting what they want to see in a Module overview using the Column Chooser.
Editing a List View
To edit the list view to your username in the top right hand corner and in the drop down list select Admin.
In Admin, scroll down to Developer Tools and then select Studio.
In the tree on the left hand side, select the module you’d to edit the List View of such as Organisations or People. Then select Layouts and then List View.
In the List View edit page you’ll see three columns where all the fields that can be displayed in List View appear here. The Default column contains fields that will show by default when a user is viewing the module. The Available column contains fields that are available to a user from the column chooser in the module. The Hidden column contains fields that a user won’t be able to see or pick in the Column Chooser.
To make changes drag and drop the fields into the columns you would like them in. You can view previous layouts by select View History. The Restore Default button changes the view to its original layout. Once you’re happy with your changes select Save & Deploy.
Column Chooser in Module
To make changes to their column layout in a module the user needs to select the Column Chooser button.
The fields in Default and Available can be viewed in the column chooser in the module named as Displayed and Hidden. Drag and drop the fields between Displayed and Hidden to make any changes. Once done scroll down and click Save Changes.
