Customize View Dialog Box of the Steps Detail Window of the Step Templates Page

Overview

Use this tab to modify the columns in the step templates detail page.

Screen Elements

Search

Enables you to perform a search based on the value you enter in the search bar.

Available Columns list

The list of columns available for display.

Select Items (Ctrl+Shift+Right Arrow)

Adds the selected item or items from the available list to the selected list.

Deselect Items (Ctrl+Shift+Left Arrow)

Removes the selected item or items from the selected list.

Selected Columns list

The columns you selected from the Available Columns list. Double-click a column in the Selected Columns list to remove it from the list. If the view includes pinned columns, they are listed first and separated from the other columns in the list.

Move Item Up

Advances the selected item up in the sequence (moves a table column to the left).

Move Item Down

Advances the selected item down in sequence (moves a table column to the right).

Getting Here

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Activities and click Step Templates.
  4. On the Step Templates page, click the Steps detail window.
  5. Click Customize View.

Related Topics

About Steps

Configuring Activity Steps



Last Published Wednesday, July 10, 2024