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

1. Open your List View in the builder
2. Go to Table Configuration
3. Click Add Column
4. 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)
5. 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]

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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

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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

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Status Badge

Shows status as a colored label.

Good for: Workflow states, approval status, availability

Example:

• 🟢 Active
• 🟡 Pending
• 🔴 Rejected

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Date

Shows dates in a readable format.

Good for: Created dates, due dates, submission dates

Example: January 15, 2024

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Tags

Shows multiple labels for an item.

Good for: Categories, skills, departments

Example: Engineering Full-time Remote

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Description

Shows longer text that can expand if needed.

Good for: Notes, comments, detailed descriptions

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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

1. Click on the column you want to rename
2. Change the Display Name
3. Save your changes

Example changes:

Hiding Columns

If you don't need a column:

1. Click on the column
2. Toggle Visible to off
3. Save changes

The data still exists but won't show in the table.

Enabling Sorting

Let users sort by clicking column headers:

1. Click on the column
2. Toggle Enable Sorting to on
3. Choose default sort direction (newest first or oldest first)
4. Save changes

Best columns to make sortable:

• Dates (created, submitted, due)
• Names (alphabetical order)
• Status (group similar items)

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:

1. Make your changes
2. Click Preview to test
3. When ready, click Publish

This prevents accidental changes from affecting users immediately.