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Editing by Column Type

Columns, except for text and picklist types, share the same standard configuration screen. Below are the unique settings for specific types.

  • Text Type

    • Text

  • Picklist Type

    • Picklist

    • Multi-Select Picklist

  • Other Types

    • Lookup

    • Checkbox

    • Number


🔸 Text Type

No.
Name
Description

🔸 Picklist Type

No.
Name
Description
Currency
  • Date

  • Date/Time

  • 1

    Link

    Configure the column label to redirect to a clickable URL.

    2

    HTML Formatted

    Render the column value as HTML for enhanced formatting.

    1

    Set Colors for Picklist Values

    Assign colors to picklist options to visually differentiate them in the compact list.

    Edit a column for text type
    Edit a column for picklist type

    Compact Configurator Setup

    The Compact Configurator Setup allows you to configure a compact version of the List Configurator for display on the Home page or in App Builder. This compact version enables users to quickly view essential data or records they frequently access, improving efficiency by providing key information at a glance without navigating to the full List.

    The compact list can display a maximum of 5 columns.

    The compact list in Experience Site page.

    🔸 Screen Configuration

    No.
    Name
    Description

    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.


    🔸 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.


    🔸 Import Columns from List

    1. Click the Import List Columns button.

    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.


    🔸 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.

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


    🔸 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.

    3. Click the Save button to save the changes.

    1

    Add Columns

    Add columns to display in the compact list.

    2

    Import List Columns

    Add columns to the compact list based on the columns already configured in the Datatable Setup.

    3

    Set first column as composite

    Configure the first column as composite, allowing additional subcolumns to appear under the row title.

    4

    Add Subcolumns

    Add and configure subcolumns for the first composite field.

    Compact Setup
    Learn more about editing by type >
    Add Columns Modal
    Compact Setup
    List Columns
    Compact Setup
    Add Subcolumns Modal