Add More User Fields to the List Layout
You can add up to 15 user fields and 3 rows of meta-data to the list layout view of the dashboard.
Each field can span one or two cells.
1. Go to Configure > Document Type
2. Choose the form that relates to the Dashboard.
3. In the right hand pane click Edit List Layout.
4. To add a new user field click on the Add button.
5. When adding a user field you can add a field that spans 1 column or 2.
6. To add a field click on one of the buttons shown above and then select the user field as required.
User fields that can be selected include
Form Type | Available Fields |
|---|---|
| Correspondence | Project |
Date Changed | |
Date First Closed | |
| Date First Opened | |
| Date Issued | |
| Document Code | |
| Attention Company ID | |
| Attention Company Name | |
| Attention ID | |
| Author Company ID | |
| Author Company Name | |
| Author Display Name | |
| Author First Name | |
| Author ID | |
| Author Last Name | |
Budget | Original |
Proposed Adjustments | |
Approved Adjustments | |
Approved Budget | |
Budget Variation | Amount |
Budget Transfer | Value Transferred |
Contract | Amount |
Contract Variation | Total Value |
Payment Certificate | GST On this Payment |
Total Value | |
Claim | Amount Approved |
% Complete | |
Value Complete | |
Previous Certified | |
This Claim | |
| Assessed amount |
Document based list layout
You can also configure list layout for documents under publication space. To go to document based list view :
Go to Publication Space → Settings → Views
Click Edit List Layout under Dashboard List Layout
Then add column and select user field like shown above in this page :
For Documents, the following fields are available :
| Document | Fields available |
|---|---|
Document No# | |
Rev Status | |
Rev Date | |
Rev Value | |
Rev Type | |
Rev Discipline | |
Project |
Add a Row
1. Click on the Add row button.
2. Add user fields as required, following the above steps.
Delete a User Field
1. To delete a user field click on the X next to the user field you wish to delete.
Delete a Row
1. To delete a row click on the red X at the end of the row you wish to delete.
Expand/Collapse a Field
1. Click on the expand column icon 
next to the field you wish to span across multiple columns.
2. Click on the collapse column icon
next to the field you wish to reduce the columns the field spans across.
Count widgets are designed to report on open/exception items. For optimal performance, it is highly recommended that you configure them with targetted criteria that return less than 1000 results due to the nature of real-time data analysis and the need to check security/access rights to ensure you only see the forms you have access to.