Changing the List View

To make changes to the list view, hover the cursor over the right corner of a column heading. When the dropdown menu arrow appears, click to see the menu choices. You can:

• Change the sort order

• Add or remove columns

• Group by fields

• Filter data

Changes made to the list view are not saved. When you move away from the list view and come back to it, the default view is used.

Changing the Sort Order

To change the sort order:

1. Move the cursor to the right corner of the heading of the column by which you wish to sort the list.

2. When the dropdown menu arrow appears, click to see the menu choices.

3. Select the Sort Ascending or Sort Descending option to change the sort order.

If grouping is not enabled, you can just click the column name to change the sort order.

Adding or Removing Columns

To add or remove columns from the list view:

1. Move the cursor to the right corner of a column heading.

2. When the dropdown menu arrow appears, click to see the menu choices.

3. Go to Columns and add or remove columns as required. The list refreshes, displaying the new column selections.

Grouping by Fields

 To enable grouping by a field:

1. If the list is not grouped, move the cursor to the right corner of the heading of the column by which you wish to group items.

2. When the dropdown menu arrow appears, click to see the menu choices and select the Show in Groups or Group by This Field option.

3. To group by a specific field, select the menu for that column and choose the Group by This Field option.

4. To view a flat list of all items, make sure the Show in Groups option is not selected.

Filtering Data

To filter data:

1. Move the cursor to the right corner of a column heading.

2. When the dropdown menu arrow appears, click to see the menu choices.

3. Go to Filters and in the text box type the text you want to filter the list by.

4. The list view displays the filtered data.

5. To remove the filter, clear the text from the text box.