How to change the columns available in the list of records for a module?

Administrators can configure the default and optional columns available for users in a module's record list. This is done through the 'Record List' tab within the Form Editor for a specific form. 1

For Administrators: Configuring Available Columns

1. Navigate to Administration and select the 'Form/Workflow Definition' tab. 2
2. Select the relevant module from the dropdown list. 2
3. Double-click the form you wish to configure to open the Form Editor. 2
4. Select the 'Record List' tab. 1
5. To add fields that will appear by default for all users:
   • Select 'Add' under 'Select fields to display by default in record list (max 10)'.
   • Choose the desired field from the list.
   • Repeat for all required default fields. 1
6. To add fields that users can optionally add to their view:
   • Select 'Add' under 'Select fields available for users to optionally add (max 20)'.
   • Choose the desired field.
   • Repeat for all required optional fields. 1
7. Select 'Save'. 1

In addition to standard form fields, other attributes like 'Author', 'Version', 'Doc #', 'Status', and 'Creation Date' can also be added to the record list. 1

For Users: Customising Your View

Individual users can customise their own view by adding or removing columns from the list of available fields configured by the administrator. This is often done through an option like 'Settings' or 'Manage Columns' within the record list view. Users can also save their preferred column layouts and filter settings as a custom view for quick access later. 3 4