Personal lists
You can create personal lists to customize which columns appear and the order in which they appear. Personal lists modify a specific list view according to your individual preferences.
Personal list customizations don’t affect what other users see in their lists. Administrators can manage the personal lists function.
Parent Topic:Lists in the classic environment
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Personalize a list
You can personalize a specific list view based on your individual preferences.
Before you begin
Role required: personalize_list or admin
Procedure
Open the list.
Select the personalize list icon (
Personalize list icon\) in the right corner.
- Select the columns and the desired order.
Personalize list columns
**Note:**
- Values in the first column appear as links. If the first column isn’t 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.
- If an inactive field is removed from an admin-configured default view, any personal lists will reset to follow the default view, thus removing the inactive field from the personal list.
Select display options.
Note: These options apply to all lists, not just the view you’re personalizing.
| 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 Core UI, 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 | Select the Modern cell coloring check box.In Core UI, this option is also available in the Lists section of the system settings. |
Select list editing options (requires you to configure the list editor).
Note: These options apply to all lists, not just the view you’re personalizing.
| 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 select. |
Select OK.
The list reloads to show the changes.
What to do next
To reset a list to the default layout, select the personalize list icon and select the Reset to column defaults button.
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