Adding the Short Description column from the Change Record to the Change Task All List

[jhill1]

Hello everyone,

How do you add the Short Description column from the Change Record to the Change Task All List?

I can see the field when I create a filter...

...but how do I add this Related field to the list?

It's not in the drop-down menu when I go to select fields for the list.

Seems a bit inconsistent, but maybe there is a reason or something simple I am overlooking?

Thanks in advance.

J Hill

[Chuck Tomasi · Accepted solution]

Hi,

You can dot-walk using the Configure> List Layout (Personalize> List Layout on older releases) to add the parent's short_description.

Select Parent and click the icon in the middle above < and >. The fields for the parent record are visible. Select Short description and move it to the right, click Save.

[Chuck Tomasi]

Let me know if that answers your question. If so, can you mark it correct so others with the same issue can find it easily in the future?

[jhill1]

Hello ctomasi,

Thank you for your response... you know, I was doing this for a user, while impersonating the user, but as the administrator, I had forgotten to add the personalize_list role to the user's record, therefore I could not see the "Configure | List Layout" menu option as the user until the role was added.

Your response helped me focus and walk through it step-by-step and realize that the options were different, hence a role/permissions issue.

Thank you again and best wishes.

J Hill

[Chuck Tomasi]

Thank you for the update. Yes, users cannot configure the list, but they can personalize it, which unfortunately does not include dot-walking capability.