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How to set up the list view*

The first screen you land on when you enter a module in Paragon is called the list view. This view is a list of all the records that are in a specific module. The system comes with defaults but if you’d like, you can modify and choose the columns that display in this list.

Step 1: Go to List View Setup

From any screen in Paragon, hit the settings icon.

green-settings-button

In the settings screen, select list view setup from the System card.

list_view_setup

On the left hand side of the screen, you’ll see all the modules where the list view can be set up.

list_view_setup_list_view

To start editing a list view, select it in the list. In this case, we’ve selected credit.

list_view_detail_credit

Step 2: Add or edit the list view

To add or change a column, hit the edit button.

edit_list_view

Each of the columns are explained below:

  • column title: This is the title that will appear in the list view of the module you’re configuring. It can be anything you’d like. For example, if the attribute you’d like to add as a column is called “purchase order number” you can make the title “PO #”.
  • data provider: This is the attribute you currently have set up in the module. This is where the data will be pulled from.
  • width %: Each column represents a percentage of the total screen. The total of all columns width must be 100.
  • format: This field formats the contents of the column. A used format could be MM/DD/YYYY for dates.
  • alignment: The options in this field are leftright and center. It pertains to the alignment of the text or values in that column.
  • ordinal: This field orders the column. The first column in the list will be ordinal 1.

column_headers_list_view

To add a new column to the existing setup, hit the add new column button.

add_new_column

A blank line will appear at the bottom of the list.

blank_record_display

Enter the new column information in the blank line that was created.

fill_out_blank_record

To delete a column, hit the delete button to the left of the information line.

delete_column_setup

To change an existing column, click into one of the fields and begin editing.

click_in_field

Step 3: Save and logout

Once you’re satisfied with all of your changes, hit the save button.

save_column_setup

A notification will appear prompting you to log out.

notification_log_out_list_view

Hit the logout button.

logout_button

When you log back into Paragon, you’ll see that the columns in the list view of your module have changed.

new_list_view

Updated on September 12, 2019

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