Configure User Level List View for a Table

What is this article about?

• Learn how to create and store a Custom List View, your personal version of a Table, without affecting other users' views of the same Table

Who is this article for?

• Any user who wants to adapt a Table view to their personal needs

Introduction

Data tables in your Logward account, such as those containing Purchase Orders, Containers, or Warehouses, form a significant part of your workspace.

Depending on your user role, your access to these tables may already be restricted to specific columns or objects. However, this may still present more information than you need, or the default order of data fields might not align with your workflow.

To address this, you can create and save Custom List Views for tables. These custom views are visible only to you, without altering the table appearance or views for other users. You can customize the following elements before saving your view:

• Select Columns
• Rearrange Column Order
• Sort Data by Any Column

Step-by-Step Guide

Custom List Views are helpful to initiate recurring tasks with a focus on particular data fields, such as pulling up a list of Purchase Orders for which payment is pending.

To reduce the number of columns in your custom list view, hover over any column header of the table. Click the appearing 'menu' icon to expand its configuration window.

Within the configuration window, select the third tab. This will provide you with a list view of all columns:

You can now define which columns are required for your task at hand. As and when you click the checkboxes, you will immediately see the effect in the list view behind the configuration window.

Tables support horizontal scrolling through all columns, and columns can be quickly re-sorted via drag and drop. 

To change the position of a column, hover over the column header, then click and hold its 'menu' icon. You can now drag the column to its desired position and drop it:

By default, objects in a table are sorted by their most recent update time. When you click on a column header, the objects will be reordered based on the values in that column. The first click sorts in ascending order, the second click sorts in descending order, and the third click resets the table to its default sorting.

Note: Sorting can only be applied to one column at a time. If a custom sort is active, it will be indicated by a pill at the top of the table. You can remove this sort by clicking the 'x' button in the pill.

Once you are happy with the selected columns, their sequence and the order of objects in your table, you can save your view.

To do so, select 'View' from the menu bar. Then click 'Save Template' from the toolbar:

A popup window appears. Enter a unique and descriptive name for your Custom List View then click on 'Save':

Your list view is now saved and can be revisited by you at any time. You will find it under the first toolbox option 'Default' within the menu 'View': 

If you have additional questions, please do not hesitate to reach out to us at: [email protected]