Table of Contents

  1. What Are Display Fields?

  2. Adding & Removing Display Fields

  3. Changing the Display Name

  4. Using Alignment

  5. Using Format

  6. Using the Sum Function

  7. Freezing a Display Column


What are Display Fields?

Display fields allow you to specify the information you would like to see displayed on a list.

In this example, we'll take a look at the Properties module. The current display fields are Property Name, Company Name, Primary Contact Name, and Primary Contact Mobile Phone.


Adding & Removing Display Fields

In this example, we’d like to see the additional field of Property Address displayed in this list.

To add additional display fields, drill into the Display button at the top of the screen.

This opens the Display window, which shows the current fields being displayed.

To add a Display field, you can use the dropdown menu labeled “Select One,” or you can begin typing in the field to find the option you’re looking for. When you locate the option you’d like to choose, click on it to add it to the list.

Once the additional fields have been added, click Apply to see the changes applied to the list.

To remove a display field, click the trash can icon next to the field you’d like to remove.


Changing The Display Name

The Display function also allows you to change the display name of the column. For example, if you would like the field “Primary Contact Mobile Phone” to read “Primary Mobile,” that change can be made in the “Display” column. After clicking “Apply,” the change will be reflected in the list.


Using Alignment

In the following example, the alignment of Primary Contact Name was changed to “Right,” which adjusted the information to populate on the right side of the column.


Using Format

The format of the display field can also be specified. The following specifics should be used when determining how the value should be displayed:

Currency – c

Percent – p

Numeric – n

Date – d

Full date/time – F

General date/time – g

The following table shows common examples of these formats:


Using the Sum Function

For columns that display numeric information, the system will allow you to display the total sum for the column.

In the following example from the Opportunities module, the display field of “Estimated $” has been set to display the total sum of the column.


Freezing a Display Column

If there is a display column that you would like to “freeze” while scrolling horizontally through the list, the “freeze” checkbox can be checked. This allows the frozen column to be continuously displayed while scrolling through additional columns across the screen.

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