Customize List Pages for Everyone

Requirement: Superuser access for your instance.

You can also customize your own list pages, this will prevent any global changes to list pages made for everyone.

You can customize the list pages of the users of the Borealis instance (for example the Individuals list page, the Communications list page, etc.), to standardize and improve the manner in which the information is displayed and facilitate data understanding and analysis.

You can use the customization options to highlight key data, improve your data analysis experience, and quickly adapt to changing project requirements. 

This will change the list pages for everyone who has not customized their own list pages.

This article covers the following:

• Add a column to one of the main list pages for everyone
• Remove a column from one of the main list page for everyone

• Reorder the Columns of a List Page for Everyone

• Reset a main list display for everyone

Add a Column to One of the Main List Pages for Everyone

1. Navigate to a list page to which you want to add a column.
2. From the View menu, select Detailed.
3. From the Tools menu, select Table Configuration.
4. Select the FOR EVERYONE tab.
5. Click the + Add button between any two fields or after the very last field.
6. Select the field you want to add from the Field to add drop-down list.
7. Click the Save button.

This will change the field layout for the list page for everyone who is using the default view in this Borealis instance. 

Remove a Column from One of the Main List Page for Everyone

1. Navigate to a list page you want to remove a column from.
2. From the View menu, select Detailed.
3. From the Tools menu, select Table Configuration.
4. Select the FOR EVERYONE tab.
5. Click the Remove button on the right side of the header you want to remove.
6. Click the Save button.

This will change the field layout for the list page for everyone who is using the default view in this Borealis instance. 

Reorder the Columns of a List Page for Everyone

1. Navigate to a list page for which you want to change the order of the columns.
2. From the View menu, select Detailed.
3. From the Tools menu, select Table Configuration.
4. Select the FOR EVERYONE tab.
5. Use the positioning lines on the left side to select the column you want to move and drag it to its new location.
6. Click the Save button.

This will change the field layout for the list page for everyone who is using the default view in this Borealis instance. 

Reset a Main List Page Display to its Default Value

1. Navigate to a list page you want to remove a column from.
2. From the View menu, select Detailed.
3. From the Tools menu, select Table Configuration.
4. Select the FOR EVERYONE tab.
5. Click the Reset default button on the upper right side of the form.
6. Click the Save button.

This will change the field layout for the list page for everyone who is using the default view in this Borealis instance.