Viewing List Columns
The List Columns determine how information in the List and its related Lists is displayed in the view of Libraries on the fileplan Explorer screen as seen below.
Editing List Columns
To change a List's settings, select the list from the Lists page, and then click Columns. Columns that are not yet displayed appear in the box Available List Columns. The columns that are visible appear in the Columns to Display box. Drag columns from one box to another to ensure that all the required columns are visible and in the order desired, then click Save.
List Settings Editing List Settings allow you to change the following: The name of the List The name of the Code and Description Columns The other Lists that relate to this List To change a List's settings, select the list from the Lists page, and ...
Columns Explained Whenever a document is saved into a Library, information about that document is also saved, such as the title of the document, the date it was saved, and the file extension. Some of this information is automatically recorded, for ...
Deleting a List
Deleting a List To delete a List, select the List from the Lists page, and then click Delete List. To proceed, click Delete List at the bottom of the screen. A List can only be deleted if it has never been used by any Libraries. Deletions cannot be ...
Creating a New List
Create a New List To create a List, click on Lists, and then Create. Enter a name for the List and click the button Create at the bottom of the page.
What is a List?
Lists Explained Every business uses lists: customers, jobs, staff, assets, matters, policies, properties for example. fileplan allows Administrators to create Lists. Each item in a List must have a code and a description. The code can be anything ...