Develop > Tailoring > Data management > Data Policy > Change the columns in a record list

Change the columns in a record list

Applies to User Roles:

All roles

To change the columns in a record list, follow these steps:

  1. Display any record list.
  2. Click More or the More Actions icon.
  3. Click Modify Columns to display a form that enables you to modify the columns (fields) that are displayed in the record list. Each field appears in a table row that you can edit.
  4. Click the column name row to select a new field from the drop-down list.
  5. To add a column between two existing column, insert the cursor in an existing row, and then click Insert Line. A new row appears above the current row. This creates a new column in the record list.
  6. To specify the field to display in a column, select it from the drop-down list in the row.
  7. To delete an existing column, insert the cursor by the name of the column that you want to delete, and then click Delete Line.
  8. To cancel your changes, click Back.
  9. To return to the default column settings, click Use Default.
  10. When you finish changing the columns, click Proceed on the Toolbar. The record list displays the new column order.

Service Manager saves the column changes as a logon preference. Your logon preferences do not affect other users.

You can also create customized views with different column ordering and save them as selectable preferences to apply as needed. For more information, see Create customized column views for record lists.

Related topics

Record list
Working with record lists

Enable or disable a record list
Create customized column views for record lists
Invoke a saved column view
Delete all saved column views