Overview

The Configure List functionality allows users to customize the appearance and data selection in system lists according to their needs.

Using Configure List, users can:

• add required columns to the list;
• hide unnecessary columns;
• change the order of displayed columns;
• filter records using different conditions;
• organize data using grouping and sorting options.

The configured list helps users quickly find and analyze required information without opening individual documents.

Scope: Applies to system list forms where the Configure List functionality is available.

Opening Configure List

To configure a list:

1. Open the required list form.
2. Click Configure List.
3. The configuration window opens.

The configuration window contains settings for:

• columns displayed in the list;
• available attributes;
• filtering conditions;
• grouping and sorting options.

Adding and Removing Columns

Adding a Column

Users can add additional attributes to display required information directly in the list.

To add a column:

1. Open the list of available attributes.
2. Select the required attribute.
3. Add the attribute to the displayed columns.
4. Apply the changes.

Example:

A user can add the Customer, Project, or Status columns to analyze documents without opening each document separately.

[SCREENSHOT: Available attributes and selected columns]

Removing a Column

To remove an unnecessary column:

1. Select the column in the list of displayed columns.
2. Remove it from the list.
3. Apply the changes.

The column will no longer be displayed in the list.

[SCREENSHOT: Removing a column]

Changing Column Order

Users can change the order of columns according to their preferences.

To change the order:

1. Select the required column.
2. Move it to the required position.
3. Apply the changes.

[SCREENSHOT: Changing column order]

Filtering Data

Filters allow users to display only records that match specified conditions.

A filter consists of:

• Attribute — the field used for filtering.
• Operator — the condition used for comparison.
• Value — the value used for selection.

Example:

To display invoices for a specific customer:

• Attribute: Customer
• Operator: Equal
• Value: Customer name

Result:
The list displays only invoices related to the selected customer.

[SCREENSHOT: Filter setup example]

Filter Operators

The available operators define how the system compares the selected attribute with the specified value.

Common operators include:

The available operators may differ depending on the selected attribute.

[SCREENSHOT: Operator selection list]

Using Filter Groups

Filter groups allow users to combine several conditions when filtering data.

AND GROUP

AND GROUP is used when all conditions inside the group must be fulfilled simultaneously.

Example:

To display paid invoices for a specific customer:

• Customer = ABC
• Status = Paid

Only records matching both conditions are displayed.

[SCREENSHOT: AND GROUP example]

OR GROUP

OR GROUP is used when any condition inside the group can be fulfilled.

Example:

To display invoices for several customers:

• Customer = ABC
• Customer = XYZ

The system displays invoices related to either of the selected customers.

[SCREENSHOT: OR GROUP example]

Applying Configuration

After configuring the list:

1. Apply the changes.
2. Review the updated data.
3. Save the configuration if required.

The configured list can be reused for further work with the same data.

[SCREENSHOT: Result after applying configuration]

Thank you for being FirstBIT Customer!