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11-07-2024 10:55 AM
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!
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11-07-2024 08:17 PM
Hi @WJT2898 ,
- Open the main record in Default view
- Then switch to Workspace view
- Navigate to the related list
- Right-click on header menu of the list
- Click on configure list layout
- Add/remove the columns you want in the list view
- Save the list layout
- 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"
Thanks,
BK
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11-07-2024 08:17 PM
Hi @WJT2898 ,
- Open the main record in Default view
- Then switch to Workspace view
- Navigate to the related list
- Right-click on header menu of the list
- Click on configure list layout
- Add/remove the columns you want in the list view
- Save the list layout
- 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"
Thanks,
BK
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11-18-2024 06:17 AM
Great, thank you for the assistance!
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12-29-2024 01:56 PM
Is it possible to show only one related list in workspace as a tab?
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12-30-2024 07:36 PM
Hi @panigrahiak ,
Yes you can do.
- Open the main record in Default view
- Then switch to Workspace view
- Right-click on header menu of the list
- 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