Personalize a v2 list

In List v2, you can personalize a specific list view based on individual preferences.

Procedure

  1. Open the list.
  2. Click the personalize list icon (Personalize list icon) in the upper left corner.
    The Personalize List Columns window opens.
    List v2 personalize list
  3. Use the slushbucket to select the columns and the desired order.
    Values in the first column appear as links. If the first column is not a reference field, the link opens the record from the list, as expected. If the first column is a reference field, the link opens the record from the referenced table. This behavior can be confusing. For this reason, avoid using a reference field as the first column.
  4. Select display options.
    Note: These options apply to all v2 lists, not just the view you are personalizing.
    OptionDescription
    Display long text on more than one line Select the Wrap column text check box. Clear the check box to display text on one line.

    In UI16, this option is also available in the Lists section of the system settings.

    Condense the vertical space between rows Select the Compact rows check box. Clear the check box to use standard row spacing.
    Highlight list rows as the cursor passes over them Select the Active row highlighting check box. Clear the check box to restore the static, alternate row highlighting.
    Use updated field status indicators available in UI16 and UI15 Select the Modern cell coloring check box. Clear the check box to use field status indicators available in UI11.

    In UI16, this option is also available in the Lists section of the system settings.

  5. Select list editing options (requires you to configure the list editor).
    Note: These options apply to all v2 lists, not just the view you are personalizing.
    OptionDescription
    Allow the list editor to open for the list Select the Enable list edit check box. Clear the check box to prevent the list editor from opening for the list.
    Open the list editor with a double-click Select the Double click to edit check box. Clear the check box to open the list editor using a single click.
  6. Click OK.
    The list reloads to show the changes. If you personalized the columns, an indicator appears on the personalize list icon (Personalize list icon with indicator).

What to do next

To reset a list to the default layout, click the personalize list icon and click the Reset to column defaults button.