Configure what fields appear in lists of Document records

•Brief Description: Client wishes to have more control over the default grid when listing Document records •Current Function: Currently, when listing Documents in GO, the grid displays the following fields: What/When - Title/Subject - Author - Reference - File Name/Notes - Status - Audit •Desired Function: The client wants to be able to control what fields appear in this grid and remove fields as needed •Reason for Function: The reason for this function is to make the document grid appear more cleanly and reduce space used up by the File Name/Notes field in particular •Priority: Medium  
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  • Aug 11 2015
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    Benton Austin commented
    August 03, 2022 13:35

    We have updated the Related records Documents lists by splitting out the What/When column to be Date and Type columns. We have also updated this list so you can select and deselect columns and same the configuration under Edit columns and Save column settings.

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