{"id":7867,"date":"2019-01-29T08:47:51","date_gmt":"2019-01-29T08:47:51","guid":{"rendered":"https:\/\/support.loginextsolutions.com\/?p=7867"},"modified":"2026-01-30T08:39:00","modified_gmt":"2026-01-30T08:39:00","slug":"customise-list-views","status":"publish","type":"post","link":"https:\/\/support.loginextsolutions.com\/index.php\/2019\/01\/29\/customise-list-views\/","title":{"rendered":"Form and List Builder\u2014Customize Lists"},"content":{"rendered":"\n\n\n\t
\n\n\t\t<\/i><\/span> Download PDF<\/a>\n\n\t<\/div>\n\n\n\n\n\n\n

The LogiNext platform provides list views for all key modules\u2014such as the Order List View, Shipper List View, Order Request List View, and more. These views are designed to help you efficiently manage records within your operations. While the system provides default list templates to help you get started, they may display fields that are not relevant to your business needs.<\/p>\n\n\n\n

To enable you to tailor these lists as per your business operations, the platform offers Form and List Builder, which lets you select which fields you want to be visible in the list view, hide fields that are not required, and rearrange the sequence of displayed fields to match your workflow.<\/p>\n\n\n\n

Once your lists are set up, you can assign them to specific organization roles, ensuring each user sees only the fields relevant to them. For instance, a list template displaying pricing details can be linked to users in the accounts team, while a different view showing delivery associate or vehicle information can be made available to operations or logistics roles. This ensures every user has a clean, role-relevant view that supports efficiency and data security.

Note:<\/strong> Similar to lists, you can also configure forms by using Form and List Builder. To learn more, click here<\/a>.<\/p>\n\n\n\n

Configuring a New List Template<\/h3>\n\n\n\n

To configure a new list template, follow these steps:<\/p>\n\n\n\n

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  1. Click the Settings icon.<\/li>\n\n\n\n
  2. Select Form and List Builder in the drop-down menu.
    <\/li>\n\n\n\n
  3. From the left navigation panel, select the module (e.g., Order, Order Request, etc.) for which you want to configure the list view.<\/li>\n\n\n\n
  4. Click the arrow icon to expand the relevant list view section (such as Inscan Order List View), and then click Add New Template to begin creating a custom list view.
    <\/strong><\/li>\n\n\n\n
  5. In the pop-up screen, provide the following details:\n