Need to bring the PlayBook Option to the first

sreeshsurendran
Tera Guru

‎01-25-2024 04:19 AM

Hi all,


The requirement is to bring the PlayBook option towards the first. Pasting the screenshots for both the instances for comparison, I could see that we can bring the PlayBook option in the first

 

 

Instance - 1:

sreeshsurendran_0-1706184986000.png

Instance - 2:

sreeshsurendran_1-1706185013919.png

 

 

Thanks & Regards,

Sreesh Surendran.

 

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2 REPLIES 2

Community Alums
Not applicable

‎01-25-2024 05:27 AM

Hi @sreeshsurendran ,

  1. Open the main record in Default view
  2. Then switch to Workspace view
  3. Navigate to the related list
  4. Open the related list in a new tab
  5. Change the view of the list to Workspace
  6. Click on configure list layout from the list header menu
  7. Add/remove or move up/down the columns you want in the list view
  8. Save the list layout
  9. Refresh the related list columns in Workspace. You will be able to see the changes
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sreeshsurendran
Tera Guru
In response to Community Alums

‎02-29-2024 02:00 AM - edited ‎02-29-2024 02:00 AM

Hi @Community Alums - the Playbook option is not a related list item. So, we can't go to the related list and change the order.

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