Personalize a v3 list

In List v3, you can personalize a specific list view based on individual preferences.

Before you begin

Role required: none

Procedure

  1. Open the list.
  2. Click the list title menu icon and select Personalize List Columns.
    The Personalize Columns window appears.
    The Personalize Columns window lists Available and Selected columns
  3. Perform any of the following actions.
    OptionDescription
    Add columns In the Available section, select the check box by each column you want to add. Use the search field to find a specific column.
    Remove columns In the Available section, clear the check box by each column you want to remove. Alternatively, in the Selected section, point to a column and click the delete icon (X).
    Rearrange columns In the Selected section, drag columns in the desired order.
    Values in the first column appear as links, which open the record from the list. If the first column is a reference field, the open reference value icon (Open reference value icon) appears by the value. Click the icon to open the record from the referenced table.
  4. Click Save.
    The list reloads to display the changes.

What to do next

To reset a list to the default layout, open the list personalization interface and click the Reset Columns button.