Personal lists

You can create personal lists to customize which columns appear and the order in which they appear. Personal lists modify a specific list view according to your individual preferences.

Personal list customizations don’t affect what other users see in their lists. Administrators can manage the personal lists function.

Personalize a list

You can personalize a specific list view based on your individual preferences.

Before you begin

Role required: personalize_list or admin

Procedure

1. Open the list.
2. Select the personalize list icon () in the right corner.
3. Select the columns and the desired order.

   

   Note:

   • Values in the first column appear as links. If the first column isn’t a reference field, the link opens the record from the list, as expected. If the first column is a reference field, the link opens the record from the referenced table. This behavior can be confusing. For this reason, avoid using a reference field as the first column.
   • If an inactive field is removed from an admin-configured default view, any personal lists will reset to follow the default view, thus removing the inactive field from the personal list.
4. Select display options.
   Note:

   These options apply to all lists, not just the view you’re personalizing.

   Option	Description
   Display long text on more than one line	Select the Wrap column text check box. Clear the check box to display text on one line. In Core UI, this option is also available in the Lists section of the system settings.
   Condense the vertical space between rows	Select the Compact rows check box. Clear the check box to use standard row spacing.
   Highlight list rows as the cursor passes over them	Select the Active row highlighting check box. Clear the check box to restore the static, alternate row highlighting.
   Use updated field status indicators	Select the Modern cell coloring check box. In Core UI, this option is also available in the Lists section of the system settings.

5. Select list editing options (requires you to configure the list editor).
   Note:

   These options apply to all lists, not just the view you’re personalizing.

   Option	Description
   Allow the list editor to open for the list	Select the Enable list edit check box. Clear the check box to prevent the list editor from opening for the list.
   Open the list editor with a double-click	Select the Double click to edit check box. Clear the check box to open the list editor using a single select.

6. Select OK.
   The list reloads to show the changes.

What to do next

To reset a list to the default layout, select the personalize list icon and select the Reset to column defaults button.