FieldEx lets you tailor the List View in any module to improve user focus and streamline workflows. Whether you're managing job orders, assets, customers, or spare parts, List Views give you control over which columns appear and who sees them.
What Is a List View?
A List View defines the set of visible columns displayed in the module’s main table view (e.g., Job Orders list, Assets list). You can choose which fields are shown, their order, and sorting preferences.
Purpose: Improve clarity and focus by only showing relevant data to each user or team.
Best Practice: Limit to 10 columns or fewer to maintain visual clarity and usability. |
Steps to Configure a List View
Path: Settings > Modules > [Select Module] > List View
1. Create a New List View
Click New List View
Enter a Name (e.g., “Technician View – Job Orders”)
Set Status: Active or Inactive (only active views will be available for use)
2. Choose Columns to Display
On the left, you’ll see all available columns from that module
Move desired fields to the right using the arrow buttons
Use the drag-and-drop feature to reorder columns
Recommendation: Stick to 6–10 columns max for optimal visibility. |
3. Apply Sorting Logic (Optional)
You can define default sort order for the list view
Sort by Date Created, Job Status, Customer, etc.
Choose ascending or descending order
Assigning the List View
1. Access Profiles (Role-Based View)
Assign to a user group like Planners, Technicians, or Admins
All users in that profile will share the same view
2. Individual User Assignment
Assign a custom list view just for a specific user
Overrides the access profile view for that user