Workspace related list columns

WJT2898
Tera Contributor

In the workspace I am trying to make an administrative change to the columns that are in a related list. Individual users can click on the gear and edit columns to rearrange the columns. Where do I navigate to in order to make this administrative adjustment for all users? Thanks!

 

WJT2898_0-1731005654028.png

 

1 ACCEPTED SOLUTION

Bhavya11
Kilo Patron

Hi @WJT2898 ,

 

  1. Open the main record in Default view
  2. Then switch to Workspace view
  3. Navigate to the related list
  4. Right-click on header menu of the list
  5. Click on configure list layout
  6. Add/remove the columns you want in the list view
  7. Save the list layout
  8. Refresh the related list columns in Workspace. You will be able to see the changes.

After changing column Try clicking on "reset to column default"  

 

 

Remember to clear the cache if the changes do not reflect immediately.

OR

After changing column Try clicking on "reset to column default"  

Bhavya11_0-1731039382049.png

Thanks,

BK

View solution in original post

4 REPLIES 4

Bhavya11
Kilo Patron

Hi @WJT2898 ,

 

  1. Open the main record in Default view
  2. Then switch to Workspace view
  3. Navigate to the related list
  4. Right-click on header menu of the list
  5. Click on configure list layout
  6. Add/remove the columns you want in the list view
  7. Save the list layout
  8. Refresh the related list columns in Workspace. You will be able to see the changes.

After changing column Try clicking on "reset to column default"  

 

 

Remember to clear the cache if the changes do not reflect immediately.

OR

After changing column Try clicking on "reset to column default"  

Bhavya11_0-1731039382049.png

Thanks,

BK

WJT2898
Tera Contributor

Great, thank you for the assistance!

panigrahiak
Tera Contributor

Is it possible to show only one related list in workspace as a tab?

Hi @panigrahiak ,

 

Yes you can do.

 

  1. Open the main record in Default view
  2. Then switch to Workspace view
  3. Right-click on header menu of the list
  4. Configure Related list and add the related list save form it will start appearing

 

 

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Thanks,

BK