How do I Customize List Layout with my preferred column sets in the Ideas App?

Updated on June 12, 2017 03:45AM by Admin

List Layouts allows to personalize your appropriate columns according to your needs.

For Instance: An Sales Manager wants to customize the layout to view the "Idea", "Title", "Item", "Idea Type" and "Employees" as his preferred columns. Then follow the below steps.

Steps to Customize List Layouts

  1. Go to “Ideas App” from your universal navigation menu bar.
  2. Click on “More(...)” icon and select “Settings”.
  3. Click on “Customize App” and Select “List Layout” from the left navigation panel. You can add column by clicking the “Create” button on the top right corner as shown in the below snapshot.
    create layout
  4. Now you can choose your preferred columns by choosing the “Display” drop down. choose the “Idea Information” and add preferred sets as Idea, Title, Item, Idea Type and Employee by checking the box from the dropdown as shown in the below snapshot.
    select columns
  5. Now the List Layout is updated. You can also hide the options by unchecking the field, if needed as shown below.
    layout updated

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