Minimum Version Required: 22.01
Steps
How to Add Columns to a Table View
1. Using Universal Search, enter the name of a table (Example: Customers).
2. Click the name of the table or the magnifying glass.
3. To add columns directly in the table view, hover between columns until the Pin icon appears.
4. Click the pin to search or browse table fields.
5. To reorder columns directly in the table view, click and hold on a column header.
6. Drag and drop columns into the desired order.
7. For more options, click the Columns button.
8. This shows all the fields to view the fields on the table view.
a. Check/uncheck the box for a field that will be added to the table view.
b. Click and hold on the up/down arrows to reorder fields.
c. Click the Add Columns button to browse for fields to add from related objects.
d. Click the Create View button when all desired fields are added, removed, or reordered.
Best Practices
Once a view is created, click the Star icon to add it to the favorites or the Save Report button to save it in Saved Reports. This will preserve the fields added and the order for repeat navigation.