Add and Configure Columns

Columns displayed in the compact list configurator can be added and managed to enhance the user experience. Up to 5 columns can be configured, and the Import List Columns button allows for seamless integration of existing List Configurator settings. Additionally, composite configurations enable detailed record information to be effectively displayed, providing users with richer insights.

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🔸 Steps to Add Columns

1. Click the Add Columns button.

   

   Compact Setup
2. In the field selection screen, choose the field to add and click the Add button.

   

   Add Columns Modal

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🔸 Import Columns from List

1. Click the Import List Columns button.

   

   Compact Setup
2. In the field selection screen, choose the field to add and click the Add button. Fields can be selected based on those already added to the Datatable.

   

   List Columns

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🔸 Steps to Add Subcolumns

To configure subcolumns, the first column must be set as composite by enabling the Set First Column as Composite option.

1. Click the Add Subcolumns button.

   

   Compact Setup
2. In the subcolumn addition screen, select the field to use and click the Add button.

   

   Add Subcolumns Modal

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🔸 Steps to Edit Columns

1. In the compact configurator settings screen, click the edit icon for the column you want to modify.

   
2. Configure the column settings. For fields of text or picklist types, additional editing options are available. Learn more about editing by type >
3. Click the Save button to save the changes.