|Watch a quick 'How to' video on our Custom Records List builder here.|
You might find that our data dictionary is helpful at this stage. From the 'Columns' tab in the left hand menu:
- Select the data point that you would like to add as a column. As there are many available options, the search feature can be very helpful.
Depending on the Data Point selected, you may be prompted with a 'drill down' menu to make specific selections. In these cases, you can select multiple options though you may need to proceed through the drill down menu multiple times.
- Click the data point label to update the text if desired.
- Expand the triple-dot action menu to expose additional column settings.
Options may vary based on the the type of data point added (string, number, date etc)
- To rearrange columns, click/hold the item icon() on any of the selected columns in order to drag the column into a new position:
We encourage you to try different configurations when creating a custom record list, but if you require any assistance, do not hesitate to reach out to our Help Desk for support.