Edit your Workspace list columns and save the list

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read
  • Edit which columns appear in your list and how they're ordered, and save the list to My Lists.

    Before you begin

    Role required: agent

    Note:
    Column personalization must be enabled for agents.

    Procedure

    1. In a Workspace list, select the List Actions Icon (List actions icon.).
    2. Select Edit columns from the menu.
    3. In the Edit List modal, move the columns over that you want to display from Available columns to Selected Columns.
      The selected columns display from left to right with the first column displaying on the far left.
    4. Select the List Actions Icon (List actions icon.).
    5. Select Save.
      Your list configuration is now accessible in the My Lists tab. You can rename the list or delete the list from the options in the List Actions menu.
      My Lists.