Reorder custom type fields

The fields in a custom type are by default displayed by alphabetically field name (not field label) in the detail list as well as in the Add new <Custom type name> record or Edit <Custom type name> record forms. You can change the order of the custom type fields in the detail list and the two forms for your own or other configurations.

Note: The custom type field name is not the same as the custom type field label. The name is the unique system name of the field and is not language dependent while the field label is the display name of the field in the tab and is language dependent.

Users can also rearrange the columns (fields) in the detail list of their own configuration by dragging the columns in question to new locations. Users can also right-click the individual columns and select to hide or display the column.

Rearrange custom type fields (as well as other detail tab fields)

The columns (fields) in the detail list are by default displayed by field name but this order can be changed to reflect the work processes of your organization.

If you want to hide, display, or change the order of the columns in the detail tab for other configurations, you must edit and distribute your local configuration or (if you are assigned the CONFIGADM access code) other users’ configuration.

If the custom type or detail tab is already displayed , you can skip steps 2 to 8.

  1. In the Home ribbon, click Settings > Edit configuration to open the Edit configuration form.
  2. In the Edit configuration form > Search in field, select which type of configuration you want to edit.
  3. In the Edit configuration form > Select configuration to edit field, select the specific configuration you want to edit. Configurations that contain changes are displayed with a small gear icon (). You can filter the drop-down list by entering filter criteria in the field.
  4. Click Edit to start editing the selected configuration. The configuration you are currently you are editing is displayed in an orange message bar is displayed on the page.
  5. In the Home tab > Open cases list select a case to open the case detail page.
  6. In the Case detail page, click Select tabs to view to open the Tabs selector form.
  7. In the left (red) pane of the Tab selector form, drag the custom type to the right (green) pane. You can also click Select item to add the tab to the right (green) pane.
  8. Click Save to save your changes and close the form.
  9. In the custom type or detail tab, right-click a column heading to either hide or display columns. Select each column you want to display and clear the column to hide it.
  10. In the custom type pr detail tab, drag the displayed columns to new locations as required.
  11. When you are done editing the configuration, click Settings > Save configuration to open the Confirm dialog.
  12. In the Confirm dialog:
    • Click Yes to save the selected configuration and exit configuration editing.
    • Click No to return to configuration editing.

 

Reorder custom type fields in the Add new record or Edit record forms

The fields in the Add new <Custom type name> record or Edit <Custom type name> record forms are by default displayed by field name but this order can be changed to reflect the work processes of your organization.

If you want to change the order of the custom type fields in the Add and/or Edit forms, you must edit and distribute your local configuration or (if you are assigned the CONFIGADM access code) other users’ configuration.

If the custom type or detail tab is already displayed, you can skip steps 2 to 8.

  1. In the Home ribbon, click Settings > Edit configuration to open the Edit configuration form.
  2. In the Edit configuration form > Search in field, select which type of configuration you want to edit.
  3. In the Edit configuration form > Select configuration to edit field, select the specific configuration you want to edit. Configurations that contain changes are displayed with a small gear icon (). You can filter the drop-down list by entering filter criteria in the field.
  4. Click Edit to start editing the selected configuration. The configuration you are currently you are editing is displayed in an orange message bar is displayed on the page.
  5. In the Home tab > Open cases list select a case to open the case detail page.
  6. In the Case detail page, click Select tabs to view to open the Tabs selector form.
  7. In the left (red) pane of the Tab selector form, drag the custom type to the right (green) pane. You can also click Select item to add the tab to the right (green) pane.
  8. Click Save to save your changes and close the form.
  9. In the case detail page, select the tab containing the custom type and click Add or Edit to open the Add new <Custom type name> record or Edit <Custom type name> record form.
  10. In the Add new <Custom type name> record or Edit <Custom type name> record form, click the Configure page to open a page where you can configure the order of the custom type fields.
  11. Drag and drop the displayed fields to change the order of the fields. You can also hide fields from the list by dragging a field into the Available fields pane.
  12. Click Apply to save your changes and close the form.
  13. When you are done editing the configuration, click Settings > Save configuration to open the Confirm dialog.
  14. In the Confirm dialog:
    • Click Yes to save the selected configuration and exit configuration editing.
    • Click No to return to configuration editing.