List layout

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

OR alternatively access it from Configure → Form Types → Defect form → Basic tab → Dashboard List Layout

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

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 No#
• Rev Status
• Rev Date
• Rev Value
• Rev Type
• Rev Discipline
• All document user fields should be available to display
• 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.