Customizing the Appearance of Custom List Views (Admin)

After you've created a custom list view, you can customize how the list view is displayed and then save your changes so that they will be used the next time you view the list.

To do this:

1. In Actionstep, go to Admin > Custom list views. The Custom List Views page appears.
2. Click Manage for the list view type you want to edit. The Custom [Type] Lists page appears.
3. Select the checkbox for the specific list you want to update and click Edit Columns. The Column Definitions page appears.
4. Click Preview. The list is displayed.
5. Make any adjustments you need: 
   • Click and drag a column heading border to resize the column width.
     
   • Click a column heading and drag it to a new position in the table.
     
   • Click the Filter drop-down list and apply a filter for the data you want to show by default when you first view the list. (Users can always change the filter or choose Clear Filter to remove all default filters when they view this page.)
6. Click the Admin drop-down list and choose Save as default layout and filters. The settings you made are saved and will be applied the next time you view this list.

Related Articles:

• About List Views in Actionstep
• Getting to Know the List View Feature
• Setting Up a Heads Up Rule
• Creating a Custom Matter List View (Admin)
• Creating a Custom Time Entry List View (Admin)
• Creating a Custom Task List View (Admin)
• Creating a Custom Disbursement List View (Admin)
• Creating a Custom Contact List View (Admin)
• Creating a Custom Appointment List View (Admin)