How to Create & Edit Column Groups

 

Column Groups allow you to customize the Details Panel.  Columns can be grouped and arranged under custom headers and has expand/collapse functionality.

Users that have Administrator permissions are able to create and configure Column Groups.

    1. Click on the Master or Custom settings link in line with the Folder or Sub-folder level that you wish to add the Column Group to
    2. Click on Column Groups under Template Set Up on the left side of screen
    3. Select Create New Column Group if new, or select column from the Column Group drop-down to edit an existing Column Group
    4. Click the + icon to add columns to the group or click and drag on selections to reorder within the grouping
    5. Click Save before navigating away from screen
Clicking on the Reorder Groups button will open a window for reordering the saved Column Groups

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See also: Column Groups and Understanding the Details Panel

 

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