Working with List Settings

Objective

After completing this lesson, you will be able to change the data displayed in the search results

What are List Settings?

The List Settings option lets you determine what data elements your search returns. You can add or remove columns, then use drag-and-drop to change the order the columns are displayed. The system automatically saves and remembers the changes that you make, so the next time you use the tool, the columns and column order will be the same.

Note

You cannot change the column labels. The system uses the name defined in the configuration.

Working with List Settings

In this example, you want to add the Request Policy and Request Type fields as the first and second columns of your processor view.

Steps

  1. Open the list settings tool.

    Screenshot showing the selection of the List Settings button.

    Select the List Settings button.

  2. Select the fields to add.

    Screenshot showing the selection of the fields to add.
    1. Select the Request Policy and Request Type checkboxes.
    2. Select the OK button.
  3. Move the Request Policy Column.

    Screenshot showing the selection of the Request Policy field to move to be the first column.

    Select the Request Policy column, and drag it to be before the Request column.

  4. Move the request type column.

    Screenshot showing the selection of the Request Type field to move to be the second column.

    Select the Request Type column, and drag it to be between the Request Policy and Request columns.

Result

Screenshot showing the new columns in the new positions.

The new columns have been added and moved to the right places.

Working with List Settings

Now that you've seen the steps on working with list settings, watch the following video for a demonstration.

Log in to track your progress & complete quizzes