DriveWorks Pro 16: How To: Add Columns to a List View [send feedback...]

How To: Add Columns to a List View

List Views get data from a source using a List Query. A List Query is a rule that gathers data and shows it in a table format.

In this topic, we will look at how you add an extra column to a List View to display extra information.

In this example, we will use the Customers Group Table and Customers View and add a column to the View.

Adding a column to a List View

Step 1. Add new column to the data source

  1. Add a new column to the data source.

    In this example, we are going to add an Email Address column to our Customers.

  2. Add Email Address to the Customers Group Table.
  3. Press OK on the Group Table to save the table.

Step 2. Update View to include new column

  1. In the CPQ template, navigate to Dashboard > Admin Panel > View Manager
  2. Select your View from the left hand menu.
  3. Update your List Query to include your new table column.
    Not all List Queries require updating. For example, the Customers View does not require a new column adding to the List Query.

Step 3. Update View to include new column alias

  1. Once the List Query has been updated, go to Column Aliases in the View Manager.
  2. The column name should be pulled in from the new List Query.
  3. Select Update Aliases to either use the existing column name or apply your own column alias.

Step 4. Add new column to your list view

  1. In the CPQ template, navigate to your View.
  2. For this example, you can navigate to Dashboard > Accounts.
  3. Click Settings on the right hand side of the menu bar.
  4. Under Columns, select Email Address from one of the drop downs.
  5. This adds the column to your own personal view.

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