> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/end-users/list-view-management/customizing-list-view.md).

# Customizing the List View

Tailor how data is displayed in the List View using the Table Settings menu.

Use the **Table Settings** menu ( <i class="fa-gear">:gear:</i> ) to customize the **List View** and focus on the information most relevant to your workflow.

***

## Accessing Table Settings

The **Table Settings** menu ( <i class="fa-gear">:gear:</i> ) is located in the toolbar and is available in both the **To Do** and **Library** modules.

<figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2Fc81LD1czmiNiQMlamZQs%2FIMS-V16-NAV-To-Do-7-1.gif?alt=media&amp;token=7eb43e1c-b3e9-4bbc-bb76-066adb0a4059" alt=""><figcaption></figcaption></figure>

The menu is used the same way in both modules, but the available options may differ.

<figure><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FNQO5WtyS7rtlKChGU0Dl%2FIMS-V16-NAV-Library-8-2.gif?alt=media&amp;token=2df423d0-f02a-46f6-ab1e-1172f175a5d9" alt=""><figcaption></figcaption></figure>

***

## Configuring Table Settings

Use the following options to customize how information is displayed and organized in the **List View**:

{% stepper %}
{% step %}

### Show or Hide Columns

Choose which default and custom attributes appear as columns in the **List View**:

* Click **Table Settings** > **Columns**.
* Select or clear the checkbox for a column to show or hide it.
* To find a specific column, use the search box at the top of the panel.

<details>

<summary><mark style="color:blue;"><strong>Viewing Content in Columns</strong></mark></summary>

When viewing columns, note the following for these attribute types:

* **Simple Text & Rich Text**
  * When text is available, an **Information** ( <i class="fa-circle-info">:circle-info:</i> ) icon appears.&#x20;
    * Click the icon to go directly to the text in the **Details Panel**.
* **Multi-Select**
  * A **count indicator** ( <i class="fa-square-ellipsis">:square-ellipsis:</i> ) shows the number of selected values.
    * Hover over the indicator to view the selected values.
    * If the selected values are documentation items, click the indicator, then select an item to open it in the **Details Panel**.

</details>

{% hint style="info" %}

#### Column Preferences

Changes to your column settings are automatically saved and persist across sessions. This includes changes to column visibility, order, and width.

Your column preferences are also synchronized between **IMS** and **EPC**, so changes made in either interface are reflected in the other.
{% endhint %}

{% hint style="warning" %}

#### Setting the Default Column Configuration

Administrators can define the default column configuration for the environment:

* In **Table Settings** > **Columns**, configure which columns are shown or hidden.
* Click **Set as Environment Default** at the bottom of the panel.

Setting a new environment default does not override users' existing column preferences. Users can still customize their columns.

If a user clicks **Reset to Default**, their column configuration is reset to the current environment default.
{% endhint %}

***

{% endstep %}

{% step %}

### Sort Data

Sort data by a column:

* Click **Table Settings** > **Sort By**.
* Select a column to sort by (e.g., **Name**, **Object**, **Status**).
* Use the toggle at the top of the panel to switch between **ascending** and **descending** order.&#x20;

{% hint style="info" %}

#### Alternative Ways to Sort

You can also sort data directly from the column headers:

* **Column Menu**: Click a column header, then select the desired sort direction from the context menu.
* **Sort Arrow**: Click the arrow icon in a column header to toggle the sort direction.
  * The arrow remains visible for the currently sorted column and appears when you hover over other sortable columns.
    {% endhint %}

***

{% endstep %}

{% step %}

### Group Tasks

> Available only in the **To Do** module

Organize tasks into collapsible groups based on a shared attribute:

* Click **Table Settings** > **Group By**.
* Select an attribute to group by (e.g., **Status**, **Priority**, **Due Date**).

***

{% endstep %}

{% step %}

### Adjust Row Size

> Available only in the **Library** module

Adjust the row height to control how many rows are visible on screen:

* Click **Table Settings** > **Row Size**.
* Choose one of the following:
  * **Large** — increases the row height for a more spacious view
  * **Medium** — uses the standard row height
  * **Compact** — reduces the row height to display more rows on screen

***

{% endstep %}

{% step %}

### Set Hierarchy Level

> Available only in the **Library** module

Control how much of the documentation hierarchy is displayed in the **List View**:

* Click **Table Settings** > **Hierarchy Level**.
* Choose one of the following:
  * **Current Level** — displays only items at the selected level
  * **Current Level & Below** — displays items at the selected level and all nested levels below it

***

{% endstep %}

{% step %}

### Pin Column

> Available only in the **Library** module

Keep a column visible while scrolling horizontally through the **List View**:

* Click **Table Settings** > **Pin Column**.
* Toggle **Pin Column** to **ON**.
* Select the column to pin.

{% hint style="danger" %}
You can pin only **one** column at a time.
{% endhint %}

***

{% endstep %}
{% endstepper %}

***


---

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