Customizing Columns
Understanding Columns
Each column in your List View shows a specific piece of information. You control:
- What data appears
- What the column is called
- How the data is displayed
- Whether users can sort by it
Adding a New Column
- Open your List View in the builder
- Go to Table Configuration
- Click Add Column
- Fill in the column details:
- Display Name: What users see as the header
- Data Field: Which piece of data to show
- Type: How to display it (see types below)
- Click Save
Column Types Explained
Text
Shows simple text exactly as it is.
Good for: Email addresses, phone numbers, IDs, short descriptions
Example: [email protected]
Name with Subtitle
Shows a main name with smaller text below it.
Good for: People with job titles, items with categories
Example:
John Smith
Software Engineer
Person Card
Shows employee information in a rich format with photo.
Good for: Showing managers, team members, assignees
Example: Shows profile picture, name, and email together
Status Badge
Shows status as a colored label.
Good for: Workflow states, approval status, availability
Example:
- 🟢 Active
- 🟡 Pending
- 🔴 Rejected
Date
Shows dates in a readable format.
Good for: Created dates, due dates, submission dates
Example: January 15, 2024
Tags
Shows multiple labels for an item.
Good for: Categories, tools, departments
Example: Engineering Full-time Remote
Description
Shows longer text that can expand if needed.
Good for: Notes, comments, detailed descriptions
Actions
Shows action buttons (configured separately).
Good for: The last column where you want Approve/View/Edit buttons
Reordering Columns
Drag and drop columns to change their order. The leftmost columns are most important and appear first on mobile.
Tip: Put the most important information in the first 2-3 columns.
Renaming Columns
- Click on the column you want to rename
- Change the Display Name
- Save your changes
Example changes:
| Default Name | Better Name |
|---|---|
| App name | Request Type |
| Item code | Request ID |
| Initiated on | Submitted Date |
| Assignees | Pending With |
Hiding Columns
If you don't need a column:
- Click on the column
- Toggle Visible to off
- Save changes
The data still exists but won't show in the table.
Enabling Sorting
Sorting is configured per column:
- Open the column's settings and toggle Enable Sorting on.
- Choose the default sort direction — newest first or oldest first.
Users can then sort the view from that column's header. Best practice: enable sorting on date columns (created, submitted, due), and keep it to columns where ordering is meaningful.
Column Width
Columns automatically adjust to fit content. For long text, the system will:
- Truncate with "..."
- Show full content on hover
- Wrap text for description columns
Draft and Publish
Changes to columns are saved as drafts first:
- Make your changes
- Click Preview to test
- When ready, click Publish
This prevents accidental changes from affecting users immediately.
Updated about 1 month ago
