How to configure filter in SPW

monishsnowd
Tera Contributor

Hi Community,

I have a requirement to display a custom-created field called 'Plan Item' in the Personalize Columns panel and list filter on the Investment (Demand/Project) list view, but it is currently not showing up.

What I've done:
- Created a custom field 'Plan Item' on the table
- The field is visible on the form (Details tab)
- However, when I search for it in the Personalize Columns panel (searching 'Plan'), the field does not appear in the results — only the OOB Planning-related fields show up

Screenshots attached:
1. Form view showing the custom field 'Plan Item'
2 & 3. Personalize Columns panel with 'Plan' search — custom field not listed

 

Questions:
1. Why is the custom field not appearing in the Personalize Columns panel and in filter?
2. What configuration is needed to make it available in the list column personalizer and filters?

Any guidance or pointers would be greatly appreciated. Thanks in advance!

 

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