Customize Output List in a List Form

Output List allows you to customize the data included when you output the current List Form.

Use Output List when you want to control which fields from the List Form are included in the output and how they are arranged.

You can use it to:

select the fields to include in the List Form output;
remove fields that are not required;
change the order of output fields;
configure other available output options.

The available fields and options depend on the particular List Form.

How to Open Output List

Open the required List Form.
Select More actions.
Select Output List.

The Output List window opens and displays the fields and options available for configuring the output of the current List Form.

Select Fields for the List Form Output

You can select which fields from the current List Form should be included in the output.

Open Output List.
Select the required fields from the available fields.
Arrange the selected fields as required.
Generate the output using the available command.

Fields that are not selected are not included in the resulting List Form output.

Note: Only fields available for the particular List Form can be included in its output.

Screenshot: Show the Output List window with available fields and several fields selected for the output.

Change the Order of Output Fields

You can change the order in which selected fields appear in the List Form output.

Select the required field.
Use the available commands to move it to the required position.
Check the resulting order before generating the output.

The output uses the configured order of the selected fields.

Important: Customizing the List Form output does not change the underlying documents or business data.

Generate the List Form Output

After selecting the required fields and configuring their order and available options, generate the output using the available command.

Check the resulting output to make sure that it contains the required information and that the fields are arranged as expected.

Output List vs. Customize Form

Output List and Customize Form affect different aspects of a List Form:

Customize Form changes the structure and appearance of the List Form displayed in the system.
Output List configures which List Form fields are included in its output and how they are arranged.

If you want to change the List Form itself, see Customize Form.

If you want to configure filtering, sorting, or grouping of the data displayed in the List Form, see Configure List.

Save Your List Form Output Settings

If the Output List configuration is included in the personal List Form settings, you can save the configuration using More actions → Save Settings.

You can later apply a previously saved List Form configuration using More actions → Select Settings.

For more information, see Save and Restore List Form Settings.

Important Notes

Output List applies to the output of the current List Form.
The available fields and options depend on the particular List Form.
Customizing the output does not modify the underlying data or documents.
Output List and Customize Form serve different purposes: one configures the List Form output, while the other configures the List Form itself.

Thank you for being FirstBIT Customer!

Page tree