Table Settings

Users can manage table views by adding/removing columns as required. This can be done using "Table Settings". Users can also change the table density through this setting.

Note: Table Views are currently only available on select screens. The article navigations are used for general referencing of any Table View Screen. This article covers the following topics:

Adding/Removing Columns

  1. From the Assessments Module, navigate to the Active Assessments screen and click on the Geargear icon.png icon to open the table settings. Then, click on the dropdown arrow for Display Columns to view the attributes and check the ones that you require to add to the view.

    Table Settings 1.png

    Note: The DSRM Module's Table View requires the ID column to remain visible because the ID column contains a link to the request. 

    Note: For the Active Assessments screen in the Assessments Module; Any custom Partner or Assessment Attributes will also be available for display. 

    Please see our help articles on custom configurations by clicking the link below:

  2. Once the selection is done, click on the Save View button button to save these changes to your current view. Alternatively, click the drop down arrow to find the Save View As option to save as a new view.

    Table Settings 3.png

    For more information on creating and managing views, please see our full help article below:

Changing Table Density

Within the table settings, users can change the density of the table according to their needs. The density of the table can be either Small, Medium, or Large. This can be done as shown below.

Table Settings 4.gif