Change List Settings via the List Menu

Modified on Fri, 24 May at 12:59 PM



TabTool organizes various data in the form of lists. For example, there is a list of projects maintained in TabTool, contact lists, appointment lists, a list of detected defects, and more.


TabTool provides a default view for each type of list, which includes a specific number of columns and selected elements. However, you have the option to customize each list to your optimal view.


To do this, log into the TabTool Office web application and navigate to the list you want to edit. For our example, we will select the "Defects" list.


Now click on the menu icon  at the right edge of the list header.





At the bottom of the menu list that opens, you will find the line "List Settings".




By clicking on the line marked with theicon, a pop-up window with the available list settings will open.



 


Modify List Details


In the "Details" section of the list settings, you have two editing options:



1. Open Mode:

Here you select the type of access for the files listed. Do you want to be able to edit them directly upon opening? Or would you prefer to initially have read-only access to avoid making unintentional changes?


If you use the read-only access, you can activate the editing of an opened file through the settings menu of that file:





2. Table Display:

Here you can choose whether the list entries are displayed in tabular form or as tiles: 




Here are the two view types compared using the example of the defect list: 



Changing List-Sorting


In the "List" section of the list settings, you can adjust the sorting of the list.

Use the "Sort Column" dropdown menu to select which column header the list should begin with.




Through "Sort Direction", you can set whether the columns are sorted in ascending or descending numerical or alphabetical order.



Changing Column Contents


In the "Columns" section of the list settings, you can modify both the contents and the arrangement of the list columns using drag and drop.


In the left column of this settings menu, you will see the default column contents predefined by TabTool, highlighted in gray.


In the right column, you will find potential candidates, highlighted in yellow, which can be added to or replace the existing contents.


To add a content item from the candidate list to the main list, simply drag the respective item from the right column to the "Selected" list on the left with the left mouse button pressed.




In our example, we would like to include the information "last changed" in the defect list. To do this, we drag the corresponding entry from the candidate list on the right to the "Selected" list on the left.


To prevent the list view from becoming too cluttered and confusing, we will next remove the default entry "Date of recording" from the "Selected" column. We do this by selecting it and dragging it to the candidate list on the right.





If needed, we can now change the order of the column contents by dragging and dropping entries within the gray "Selected" list to the desired position.


Important: Once you have made all the desired list settings, don't forget to click on "Save" to finalize the changes you made!


To finally apply the changes, you might need to refresh your browser by cklicking




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