List View Column Properties

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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

  1. Navigate to Modeller > Forms and Views > List Views.
  2. Select the list view you want to edit, or select +New to create one.
  3. 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

  1. Open any list view where customisation is allowed.
  2. Select the burger menu.
  3. 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.

 

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.

True text Text to render when the value is true.
True icon Icon to render when the value is true.
False text Text to render when the value is false.
False icon Icon to render when the value is false.
Show blank when value is missing

Renders an empty cell where no value is set, instead of treating a missing value as false.

Leave unticked with care. A missing value is then rendered as false, and a **List of values** filter on the same column can return incorrect results.

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

All four date formatters share the same options.

With time Includes the time alongside the date.
Custom format

Reveals a free-text field for a format string, for example YYYY-MM-DD HH:mm. Use it where the default regional format does not suit the column, such as a narrow column that needs a short date.

Clearing Custom format removes the format string and returns the column to the default format.

Duration

A duration in hours and minutes, or as words.

As words Renders the duration in words rather than as a numeric duration.
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.

Show reference Includes the record reference in each link. Enabled by default.
Show title Includes the record title in each link. Enabled by default.
Show as breadcrumb Renders the links as a breadcrumb trail rather than a list. Use it where the linked records form a hierarchy.
Yes
List of text with tag Multiple text values, each with a tag. No
Money

A monetary value with a currency symbol.

Currency Code

The ISO currency code to render against the value, for example GBP. Use this formatter for single-currency columns where the currency is fixed by configuration.

Leave blank and the value renders using the default currency formatting. For columns that can hold more than one currency, use Multi currency instead.

Yes
Multi currency

A monetary value in a multi-currency environment.

Currency Code

Sets the display style. Options are:

  • Currency Symbol renders a symbol derived from the currency code held against the row. (Default)
  • Currency Code renders the currency code as text, positioned by Display Currency Code.
  • Value Only renders the amount with no currency indicator. Use it where the currency is already clear from a neighbouring column or the list context.
  • System Currency Symbol renders the currency symbol supplied with the row value.

Currency Code, Value Only and System Currency Symbol render amounts to two decimal places. 

Where a row carries no currency code, the value falls back to default currency formatting whichever option is selected.

Display Currency Code Displays only when Currency Code is selected above. Sets whether the code renders to the Left or Right of the value.
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.

Show percentage sign Appends a percentage sign to the value. The stored value is not converted, so store percentages as whole numbers.
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.

Column Width

Choose:

  • As wide as possible shares the remaining width with other columns set the same way. Use it for the one or two columns that carry the most content.
  • Fit content sizes the column to its content. Use it for short, predictable values such as dates, references and status labels.
  • Fixed size reveals a text field for a width in pixels. Use it where a column must stay a consistent width regardless of content.
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.

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.

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:

Filter title The heading displayed above the type picker in the filter dropdown.
Root types available for filtering The types that form the top of the tree offered to users. Set these to restrict filtering to a relevant branch rather than the full work type hierarchy.
Allow root types to be selected Lets users filter on a root type itself, not only its descendants.
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.

 

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