Visible columns in a list

Visible columns in a list

This page documents the expected behavior for the visible columns in a list. When editing a list's query, the "Show columns" selections maintain the list default values (the values set the last time the query was created/edited are retained).

What determines the visible columns for a List?

1. Entity type (ET) default columns

  • Each entity type (record type) has a default set of visible columns.

  • These ET default columns appear initially when:

    • Testing a query

    • Saving a new list

2. List default columns (list-specific-settings)

  • When building a query:

    • Any field used in the query is automatically added to the visible columns.

    • Users can adjust visible columns by selecting “Show columns” and checking/unchecking fields.

  • When the user clicks “Run query & save”, the current visible columns are saved as the list default columns.

  • These list default columns:

    • Override the ET default columns

    • Are shared across all users who access the list

    • Are used when viewing results from the list detail screen after the initial refresh

Note: List default columns overwrite ET default columns for that list

3. List visible columns (user-specific settings)

  • Users can further customize visible columns on the list detail screen:

  • Go to Actions → Show columns to select/deselect fields.

  • These selections are saved as list visible columns, which:

    • Override the list default columns

    • Are stored in the browser’s local storage

    • Are shared across users on the same browser (e.g., colleagues sharing a Chrome session)

    • Are not shared across different browsers

    • Are cleared when browser history/data is reset

    • Persist in incognito mode until the browser is closed

Note: Changes to list default columns will overwrite list visible columns.
See examples in scenarios 4 & 5 below


What happens when I edit the query for a list?

To edit the query on an existing list:

  1. Go to Actions → Edit list.

  2. You’ll be able to:

    • Edit basic list details

    • View matching records (columns shown are based on list visible columns)

    • Click Edit query to open the query modal, pre-populated with the current query parameters

Outcomes based on your actions

🟢 Scenario 1: No changes made

  • Click Test query without modifying anything:

    • Columns in query preview = list default columns

  • Click Run query & save:

    • Columns in list detail (after list refresh completes) = list visible columns

🔴 Scenario 2: Remove a query parameter

  • Remove a parameter and click Test query:

    • Columns in query preview = list default columns

  • Click Run query & save without other changes:

    • Columns in list detail (after list refresh completes) = list visible columns

    • Removing a query parameter does not remove it from visible columns or update list default columns

🟡 Scenario 3: Add a Query Parameter Already in Visible Columns

  • Add a parameter that’s already in the visible columns and click Test query:

    • Columns in query preview = list default columns

  • Click Run query & save:

    • Columns in list detail (after list refresh completes) = list visible columns

    • No change to list default columns

🟠 Scenario 4: Add a New Query Parameter (Not in Visible Columns)

  • Add a new parameter and click Test query:

    • Columns in query preview = list default columns

  • Click Run query & save:

    • This updates list default columns, which overwrites list visible columns

    • Columns in list detail (after list refresh completes) = new list visible columns (based on updated defaults)

🔵 Scenario 5: Modify Visible Columns Without Changing Query

  • Click Test query without changing query

  • Click Show columns, select a previously hidden column

  • Click Run query & save:

    • This updates list default columns, which overwrites list visible columns

    • After the list refreshes, columns = new list visible columns


Related (previously resolved) issues: