How to change default columns on 'Investment Portal' Overview and Timeline tabs

ritaaudi
Tera Contributor

 

Hi: In London 'Investment Portal' how can you change the default columns displayed on the Overview and timeline tabs? Thank you! Rita

1 ACCEPTED SOLUTION

yogesh41
ServiceNow Employee
ServiceNow Employee

I understand that you want to define default set of default visible columns and their order for any new board/view created across organization. 

 

You can achieve it using below configuration steps. Lets take example of Overview tab

1. Navigate to Project Administration > Setting > Planning Console 

2. Expand "Context Investment Portal Overview" row and open the child record by clicking on "i" icon

3. Look for Planning Console Display Column related list ( probably first from left ) 

4. Bring "Hidden" and "Order" columns to this related list.

5. Change above column attributes for each of the rows for desire default template

 

These changes will be available for all NEW boards/views

 

IMPORTANT NOTE : It is NOT recommend to modify any random attribute unless you understand its impact( Refer docs for more details ). It is awakes recommend to take backup before modifying anything here as it will impact all the boards. Investment Portal does NOT honor all the attributes available here. 

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ritaaudi
Tera Contributor

Hi Yogesh: Thank you; that worked beautifully!