Every column in a list view carries a set of properties that control what it is called, how its value is rendered, how wide it is, and whether users can sort, filter, total or group by it. These properties are set in the Columns blade, one column at a time.
This article covers the property panel in full: the formatter catalogue and each formatter's options, column sizing, visibility, sorting, filtering, totals, and grouping.
Overview
A list view scope defines a query and a set of columns. The query comes from the list view provider. The columns are bound from the fields that provider exposes, and each bound column has its own properties.
Two things constrain what you can configure on any given column:
- The provider determines which formatters and filters are valid for each field. The Formatter and Filter dropdowns show only those options, so the choices differ from column to column.
- The provider also declares whether a field supports sorting, filtering and totals. The Sorting, Filters and Totals sections appear only for columns that support them.
The same Columns blade serves two audiences. Configurators change the columns for everyone. End users personalise the columns for themselves. The blade subtitle tells you which mode you are in.
Open the Columns blade
Configure columns for all users
- Navigate to Modeller > Forms and Views > List Views.
- Select the list view you want to edit, or select +New to create one.
- Select Columns in the blade menu bar.
You can also reach the same blade from:
- A List View widget in the portal designer by selecting Edit scope.
- The burger menu on any list view by selecting Manage list view.

Personalise columns for yourself
- Open any list view where customisation is allowed.
- Select the burger menu.
- Select Customise columns.
Changes save immediately against your own user record and apply to that list view wherever it appears. To revert to the configured columns, select Clear customisations from the same menu.
How the Columns blade is arranged
The blade has three panes.
Available columns
On the left, lists every field the provider exposes that is not yet in the list. Select Add to bind a column. Fields with no configured title display as [Field display name].
Bound columns
In the middle, lists the columns in the list, in display order. Each card summarises the column: the field it is bound to, its `FieldId`, the formatter, the filter, and a row of status icons. Use the arrow buttons to move a column up or down, and the bin button to unbind it. Select a card to edit its properties.
The status icons on each card are:
| Icon | Meaning |
|---|---|
| Sort arrows | Sorting is enabled on this column. |
| Gift | Text wrapping is enabled. |
| Scissors | Content is trimmed to the column width. |
| Calculator | A total displays for this column. |
| List | The list is grouped on this column. |
| Eye with a slash | The column is hidden, labelled `Lists`, `Cards`, or `Lists & Cards`. |
A tick displays against the column set as the default sort.
Selected column properties
On the right, holds the property panel. Its sections vary depending on what the selected column supports.
There is no numeric display order field. The order of the bound columns list is the order the columns render in.
Column identity and visibility
The top section of the property panel displays for every column.
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Column title | The header text end users see. Maximum 400 characters. Leave it blank and the header renders empty, with the bound column card displaying No title [field name]. |
| Column Icon | Use the icon picker to browse. | |
| Column header drop down from | Sets whether the header dropdown, and any inline row dropdowns in this column, open to the Left or the Right. The default is Left. Set it to Right for columns close to the right edge of the list so the menu does not fall outside the viewport. | |
| Hide this column on table views | Removes the column from table display modes. | |
| Hide this column on card views |
Removes the column from card display modes. Hiding a column in both display modes is a deliberate pattern, not a mistake. Bind a column, configure it as the default sort, then hide it everywhere to sort a list by a field you do not want to display. |
Format a column
The Format section holds the Formatter dropdown. The formatter decides how the value renders. For example, a date field can render as a plain date or as a date with a RAG indicator or a decimal field can render as a plain number, a percentage, or money.
Select a formatter and, where that formatter has options, a configuration panel displays beneath the dropdown. The dropdown lists only the formatters available for that field.
Available formatters
| Formatter | Renders | Configurable | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Action menu | The row actions menu. | No | ||||||||||
| Boolean |
A true or false value as text, an icon, or both.
|
Yes | ||||||||||
| Bulk selection | The bulk selection checkbox. | No | ||||||||||
| Colour | A colour swatch. | No | ||||||||||
| Contact details list | A list of contact detail values. | No | ||||||||||
| Counters | Numeric counters. | No | ||||||||||
| Date | A date, optionally with time. | Yes | ||||||||||
| Date with lag status | A date with a RAG indicator showing whether it is overdue. | Yes | ||||||||||
| Date with lag status and time zone | As above, with time zone handling. | Yes | ||||||||||
| Date with time zone | A date with time zone handling. | Yes | ||||||||||
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All four date formatters share the same options.
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| Duration |
A duration in hours and minutes, or as words.
|
Yes | ||||||||||
| File/Comment summary | A summary of attached files and comments. | No | ||||||||||
| Html | Raw HTML content. | No | ||||||||||
| Icon | An icon only. | No | ||||||||||
| Icons with badges | A set of icons with numeric badges. | No | ||||||||||
| Link list |
A list of linked records.
|
Yes | ||||||||||
| List of text with tag | Multiple text values, each with a tag. | No | ||||||||||
| Money |
A monetary value with a currency symbol.
|
Yes | ||||||||||
| Multi currency |
A monetary value in a multi-currency environment.
|
Yes | ||||||||||
| Number |
A numeric value, optionally as a percentage. This formatter renders values as whole numbers. Use Money or Multi currency for values that need decimal places.
|
Yes | ||||||||||
| OptionSet Lookup | The display value of an option set entry. | No | ||||||||||
| Plain text | Text with no decoration. | No | ||||||||||
| Tags list | Values as tags. | No | ||||||||||
| Text with icon | Text preceded by an icon. | No | ||||||||||
| Text with link | Text rendered as a link to the record. | No | ||||||||||
Size a column
The Column size section controls width and overflow behaviour.
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Column Width |
Choose:
|
| Wrap text | Allows cell content to wrap onto more than one line. | |
| Trim text when it overflows | Displays only when Wrap text is off. Truncates overflowing content with an ellipsis. | |
| Wrap text and Trim text when it overflows are mutually exclusive. Enabling Wrap text clears the trim setting, and the trim option disappears from the panel. Leave wrapping off on most columns so rows stay a single line high, and rely on trimming to handle long values. | ||
Sorting
The Sorting section displays only for columns whose field supports sorting.
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Allow user to sort by this column | Adds a sort option to the column header dropdown. |
| This will be the default list sort | Makes this column the initial sort for the list. | |
| Default sort order |
Displays only when the column is the default sort. Set Ascending or Descending. You must and can only set one column as the default sort. Setting none, or more than one, raises a configuration warning. |
Filtering
The Filters section displays only for columns whose field supports filtering. Select a filter to add a filter control to the column header dropdown, or leave it as No filtering.
The dropdown lists No filtering plus the filters the provider declared for that field. Where a filter has options, a configuration panel displays beneath it.
| Filter | Use for | ||||||
|---|---|---|---|---|---|---|---|
| Date range | Date fields filtered between two dates. | ||||||
| Decimal range | Decimal fields filtered between two values. | ||||||
| List of values |
Fields with a fixed set of values, presented as a selectable list. Grouping requires List of values, so choose this filter on any column you intend to group by. |
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| Numeric range | Whole-number fields filtered between two values. | ||||||
| Phase name | Phase fields matched by name. | ||||||
| Sharedo simple type list | Work type fields presented as a flat list. | ||||||
| Sharedo type tree |
Work type fields presented as a hierarchy. Has the following configuration options:
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| Text | Free-text fields matched on content. | ||||||
| Text with content search | Free-text fields, with an option for the user to extend the search into indexed document content. |
Totals
The Totals section displays only for columns whose field supports a total, which in practice means numeric and monetary fields.
Enable Show a total for this column to display a total in the totals row at the foot of the list.
Two things to note:
- Totals render in table display modes only. They do not display on card views.
- The totals row can be suppressed for an individual widget. If totals are configured here but no totals row displays, check Hide column totals on the List View widget in the portal designer.
Configuration warnings
A red Configuration warnings panel displays at the foot of the property panel when the column set is inconsistent. Clear these warnings before saving.
| Warning | Cause | Resolution |
|---|---|---|
| No column set as default sort | No bound column has a default sort set. | Select a column and enable This will be the default list sort. |
| Multiple default sorts | More than one bound column has a default sort set. | Clear the setting on all but one column. |
| Multiple grouped columns | More than one bound column is set to group. | Clear Group on this column on all but one column. |


