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Manage Display Order

Updated

Display Order settings control the sequence in which list views, custom fields, and types appear within a UTA/module.

Who: System administrators and those provided with administrative permissions for a particular UTA/module.

When to Use Display Order

Use Display Order when:

  • Users with multiple roles or personal list views need a specific list view to appear as the default.
  • Custom fields on a page need to be arranged in a specific sequence to match a workflow.
  • The order of Level 2 or Level 3 Types in a drop-down menu needs to reflect organizational priority or logical grouping.

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Set the Display Order for List Views

The display order value on the list view configuration page determines the sequence in which list views appear in the List View drop-down menu. List views are sorted in ascending order by display order value, with the list view with the lowest value appearing by default.

To change the display order of a list view:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
    • Alternatively, click Organizations or People from the Organization drop-down menu.
  2. Click the List View drop-down menu, and then click the wrench icon next to the applicable list view.
  3. On the Properties tab, click the Display Order field and enter a number, and then click Save.
    • The lower the number, the higher the list view will appear in the options.

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Reorder Custom Fields

The display order value assigned to a custom field determines its position on the page relative to all other visible custom fields. You can reorder custom fields using drag and drop functionality or by clicking Re-Index.

To reorder custom fields:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
  2. Click the Configuration Settings gear.
  3. Click the relevant Level 1, Level 2, or Level 3 tab.
  4. Locate the General Settings section and click Custom Fields.
  5. Click the Enable Re-order icon, next to the New Field [+] icon.
  6. Drag and drop rows to change the order of the custom fields.
    • Locate the pop-up in the bottom right with instructions.
  7. Click Re-Index to reset the display order. This rewrites the current display order numbers.
    • The default starting value is 100, with increments of 100 for each subsequent field.
    • A different starting number can be entered manually, and increments of 100 will continue from that value.
NOTE  Use increments of 100 when assigning display order values to leave room for inserting additional fields between existing ones.
IMPORTANT  No two fields should share the same display order number. Duplicate values may cause unpredictable rendering on the page.

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Reorder Types

The display order value assigned to a Level 2 or Level 3 Type determines its position in the Type drop-down menu when selecting a type for a record.

To reorder Types:

  1. Click the Menu icon in the upper navigation bar, and then select the relevant UTA/module from the Applications drop-down menu.
  2. Click the Configuration Settings gear.
  3. Click the relevant Level 1, Level 2, or Level 3 tab.
  4. Locate the General Settings section and click Types.
  5. Click the Enable Re-order icon, next to the New Type [+] icon.
  6. Drag and drop rows to change the order of the Types.
    • Locate the pop-up in the bottom right with instructions.
  7. Click Re-Index to reset the display order. This rewrites the current display order numbers.
    • The default starting value is 100, with increments of 100 for each subsequent field.
    • A different starting number can be entered manually, and increments of 100 will continue from that value.

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