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Create customized column views for record lists

Applies to User roles:

All roles

To create customized column views for record lists, follow these steps:

  1. Click More or the More Actions icon.
  2. Click Modify Columns to display a form that enables you to select the columns (fields) that the record list displays.
  3. Modify the columns as desired. For more information about how to do this, see Change the columns in a record list.
  4. Click More or the More Actions icon.
  5. Click Save as Named Grid, type a name for your new grid, and then click OK.

Note You can repeat this process for each view that you want to create.