How to customize Cases table view

How to select columns to be displayed

A. Show or hide columns via the Fields menu

1

Click Fields

2

In Fields menu, use the toggle switch next to each field name to show or hide columns based on your preferred view

B. Hide a column directly from the Cases table

1

In the Cases table, click the column title you want to hide

2

From the dropdown menu, select Hide column

How to change column order

You can reorder columns in three ways.

A. Drag and drop the column

1

Hover over the column title

2

Click the six-dot icon that appears on the left to the title

3

Drag and drop the column

B. Reorder columns via the Fields menu

1

Click Fields in Cases table navigation panel

2

In Fields menu, hover over the field name

3

Click the six-dot icon that appears on the left to the title

4

Drag and drop the field

C. Move a column using a dropdown menu

1

Click the column header

2

From the dropdown menu, select Move left or Move right

How to adjust column width

1

Hover over the left or right border of the column header cell

2

When the resize cursor appears, click and drag the border to your desired width