Customize the Column Display in the Correspondence Tool

You can customize the columns in the Correspondence tool so it shows data that is relevant to you and your project.

• Required User Permissions:

  • 'Read Only' level permissions or higher on the project's Correspondence tool.

• Configure Table Columns

• Rearrange Column Order

• Group by Type

• Resize Column Width

• Pin Columns

• Sort Column Data

Configure Table Columns

1. Navigate to the project's Correspondence tool.

2. Click Configure Columns in the top right corner of the table.

3. In the panel, search for columns or expand grouped categories:

   • Shared Columns: Core fields shared across all correspondence types, for example, Number, Title, Status, Assignees.

   • Type-Specific Columns: Expand individual correspondence types to display their custom fields.

4. Select the checkboxes next to the columns you want to display:

   • Single-Type View: When filtered to a single type, select custom fields available for that type.

   • Multi-Type View: When displaying multiple types, you can select up to 15 custom fields across those types. The panel displays a counter and alerts you when the limit is reached.

5. Click Apply at the bottom right of the panel to render your selected columns on the table.
   Note: Columns no longer update dynamically as you check boxes; you must click Apply to update the table display.

6. (Optional) To return all columns to the default layout, click Reset in the Configure Columns panel or click Reset Columns from the vertical ellipsis on any column header.

Note: The list view includes a permanently pinned Action column on the far right side of the table. This column always displays inline options to Edit or Export items to PDF without needing to hover over rows.

Rearrange Column Order

1. Navigate to the project's Correspondence tool.

2. Click the List or Archive tab.

3. Click the header for the column that you want to move.

4. Drag and drop the column in the desired location.

5. To reset all columns to their default state, select Reset Columns from the vertical ellipsis on any column.
   Note: Pinned, sorted, hidden, and now-showing columns also return to their original state when Reset Columns is chosen.

Group by Type

1. Navigate to the project's Correspondence tool.

2. Click the List or Archive tab.

3. From the Select a column to group menu, select Type.

4. Refresh the search results by clicking an empty space outside the selection window.

5. To undo group by Type, click the X next to Group by: Type in that same menu.

Resize Column Width

1. Navigate to the project's Correspondence tool.

2. Click the List or Archive tab.

3. Hover over the line that separates one column from another in the column header, until you see a double arrow.

4. Click and drag the column to the desired width.

5. Auto-size one or more columns: From the vertical ellipsis of a column, click Autosize This Column or Autosize All Columns.

Pin Columns

Sometimes you want certain columns to stay visible and unmoving while you scroll through other columns.

1. Navigate to the project's Correspondence tool.

2. Click the List or Archive tab.

3. Click the vertical ellipsis on the column you want to pin.

4. Click Pin Column.

5. Click Pin Left or Pin Right, depending on which side of the table you want the column pinned.

6. To unpin a column, select No Pin.

Sort Column Data

By default, your Correspondence table data is sorted by dates in the Last Activity column. Items with recent activity are listed first.

You may want to sort your correspondence items differently, such as by Number.

1. Navigate to the project's Correspondence tool.

2. Click the List or Archive tab.

3. Find the column you want to sort by.

4. Click that column header once for an ascending sort.

5. Click that column header a second time for a descending sort.

6. Click that column header a third time to return to the default where the list is sorted by Last Activity date.