Column Settings

Purpose: 

Enhance flexibility by allowing admins to add and modify columns directly from the object view with no need to navigate to Field settings. 

What’s New: 

• You can now add columns directly from the table view of any object. 

• You can also edit columns to customize and configure them directly within the object.

• This feature is exclusive to Admin users. 

• Available only in Table View (not supported in Kanban or Full Page views).

How It Works: 

To Add New Columns:

• Select your module → select object.

• Click the vertical ellipsis (⋮) next to any column name → select ‘Add Column’ → choose the column type. 

• Configure the field in the side panel with Label Name, Description, and other settings as per your requirement → click ‘Save’. 

In this way, you can add new columns without closing the objects panel. This allows full visibility into the object and the existing columns while adding new ones.

To Edit Columns:

• Select your module → select object.

• Click the vertical ellipsis (⋮) next to any column name → select ‘Edit Column’ → the column settings side panel appears.

• Configure the column settings in this panel. You can change the column label name, description, and customize other settings in it.

• Click ‘Save’.

In this way, you can edit any column without going to the ‘Site Setup’ menu. This allows full visibility into the object and the existing columns while editing existing ones.

Bonus Feature – Pin Column: 

• Use the ‘Pin Column’ option from the same ⋮ menu to freeze important columns, keeping them visible as you scroll horizontally across the table.