Configure the Table from the List Page

You can add, sort, align, group by, hide, pin, adjust to fit the content in columns, and rename a column directly from the list table without opening the view settings. Each column in the table supports a menu with several options that vary depending on the column. Pinned columns are located in a section at the beginning of the table. They do not move when the rest of the table is scrolled horizontally. This makes it easier to see the most important fields, such as Name or ID, when a large number of columns are displayed.

Columns that support grouping can be grouped from the menu. Additional grouping options, such as grouping interval and sort order, or codes, for example, must be modified from the Manage Views panel. All of the column configured header options, except for the adjust to fit and alignment options, will be saved to the Named View currently set for the page.

The column menu also supports find and replace functionality, which is described in Use Find and Replace on the List Page.

You can configure a list table from the following pages:

Activities
Assignments

To configure a table from a list page:

Navigate to the list page table.
To add columns to the table:
1. Select the  Open Column Selector icon.
2. In the column selector dropdown, beside a column name, select  View to add or  Hide to remove the column from the table.
To configure an existing column, right-click a column title or select  Open Column Menu, and then select any of the following:
- Sort: Hover over the Sort option and then select to sort the column by Ascending or Descending. Use Ctrl + click to add the column to an existing sort sequence.
- Align Column: Hover over Align Column and then select from Align Left, Align Center, and Align Right to determine the alignment of the content in your columns.
- Group By Column: Group activities by the selected column. You can also group by multiple columns or turn off a column grouping. This option is only available for fields that support grouping.
- Hide Column: Remove the column from the table.
- Adjust to fit content: Expand or shrink the width of the column to fit its contents. You can also double-click a column's right edge to adjust it.
- Find and Replace: Displays the Find and Replace popover. If the column is read-only, then only Find is displayed. This option is only available for string fields.
- Pin Column: Adds the column to the pinned section of the Activities table. You can also click and drag columns between the pinned and unpinned sections. Activity Name and Activity ID fields are pinned by default.
- Rename Column: Displays the Rename a Column popover. If a new column name is not entered in the Rename Column popover and Rename is selected, the column name field will be blank. After a column is renamed, the custom name can be reset to the original name by selecting Reset in the Rename Column popover. Any changes to the column name are saved to your current view.
All changes made to this page are saved automatically.

Tips

Select  Settings to manage all page view settings. See Configure View Settings for more information.
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.
Use the Show/Hide empty groups toggle on the Activities page or the Schedule Comparison page to automatically show or hide grouping bands that do not have any data.
The Name and ID fields can be unpinned, but only one can be hidden at a time.
Click and drag a column title to change the column order.