The List View comprises your data into a simple table, which makes it great to perform bulk actions such as edit or delete. It is completely customizable, giving you the option to add and remove columns from this view as you desire. If you save it as a View, you will be able to go back to those list configuration settings anytime. Additionally, you can create a perfect view for you and if you choose to export your data, it will export those columns only: great for reports!
Any changes you make to the List configuration will only be visible under your own profile. It will not impact the rest of the team members of your organization, but if you would like your team members to have access to it, you can create a Saved view and share it with them.
In this tutorial we will cover the following topics:
Navigating to the List view
First, go to the desired app and select 'List View' from the available options.
Open the List Configuration
To customize this view, click the 'gear' icon next to the 'Save View' button.
To add a column, simply click on the checkbox square, right next to its name. The column will be added immediately and the view will adjust all the information.
To remove a column from the view, just click on the checkbox next to its name. As you do this, you will notice that the column will disappear from the view. This doesn't mean that the information is no longer available, it was just hidden from the view.
You can also rearrange the columns in a way that best fits your needs. To do so, simply drag and drop the column to the desired spot.
Once you have customized your List View, we recommend that you create a Save view. This will help you keep your current configuration and access it with a single click instead of having to recreate it every time. To learn more about Save Views please visit this tutorial.