Configure Columns
    • 17 Apr 2024
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    Configure Columns

    • PDF

    Article summary

    Queue Columns can be reordered, added or removed — to display Service Records according to priority, use-case, and agenda.

    Requirements

    Admins granted the “Save custom personal views” permission can configure Queue Columns

    This document provides an overview of how to use the Queue’s Column Configuration Panel to customize and configure your Queue Grid Columns:

    Column Configuration Panel

    The Column Configuration Panel consists of:

    • Header: indicates the displayed Column count out of the 50 Column limit and a search bar where you can search for displayed Columns

    • Displayed Columns: shows all fields representing the Queue Grid’s desired Columns — which you can rearrange as you see fit

    • “Add a Column” line: sticky action line used to add additional Columns to the Queue Grid

    Note

    • The panel’s search bar results show displayed Columns only

    • Configuration changes are only saved after clicking the “Apply” button in the Column Configuration Panel

    Add Columns to the Queue

    You can add up to 50 Columns to the Queue. 

     To add a Column:

    • Click the (sticky) “Add a Column” line in the Column Configuration panel

    • Search and/or select your SR field of choice from the dropdown menu 

    The new Column will automatically be positioned as the last on the list, but you can drag it to your desired position.

    Reorder Queue Columns

    You can reorder Queue Columns via drag and drop in the Column Configuration Panel. 

    To change the position of a Column, hover over its Column Name in the panel, and drag it to your desired position in the list. 

    You can change the position of any Column except Service Record ID which is fixed as the first one in the Queue Grid.

    Remove Columns from the Queue

    You can remove any Column from the Queue (except Service Record ID) using the Column Configuration Panel.

    To remove a Column, hover over its row and click the   icon.