Configure default columns for list views
Overview
Default columns represent the data exposed on a list view for a given object. Skedulo Pulse platform users can further personalize their experience by configuring their list views based on the columns that an administrator has defined.
The Edit default columns page
Use the Edit default columns page to define and configure the default columns for a selected object. To open this page:
- Navigate to the Settings > Data management > Objects and fields page.
- Select a data object. For example, Jobs.
- Click Edit default columns in the top right-hand corner of the screen.
If a custom field is created for an object, an administrator will need add it as a column to the default list view in order for it to be displayed.
Adding a column
To add a column to the default list view:
- On the Edit default columns page, select a field from the Add column dropdown menu. The Table preview window is updated so you can see how the column will appear in the list view.
- Click Save. The added column will now be available to select or deselect from the Customize columns modal on the object’s list view page.
Deleting a column
To delete a column from the default list view:
- On the Edit default columns page, click the Edit column button
beside a column name to display the Edit column modal.
- On the Edit column modal, click Delete. The column is removed from the default column list and the Table preview panel.
- Click Save.
Editing the column header
To edit the default text displayed in a column header:
- On the Edit default columns page, click the Edit column button
beside a column name to display the Edit column modal.
- On the Edit column modal, enter a new value in the Column header field. Please note that this does not change the field name or label within the data model.
- Click Done to close the modal and view your update in the Table preview panel.
- Click Save.
Reordering the columns
To change the default order of the columns in a list view:
- On the Edit default columns page, click the grab icon beside a column’s name and drag the column items up or down in the list.
- Click Save.
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