Anytime a worklist is visible, you can make various changes to format and arrange that list however you want.
Tip: All layout changes are temporary - just for the visible list, as long as that list tab remains open - unless you choose otherwise. You can save and re-apply layout changes as column templates, window styles, or both. |
Tip: It's easy to undo column header changes. Hit Ctrl + Z, or select Undo Header on the List pull-down menu. Do that repeatedly to undo a series of column header changes. |
Use the left-side navigation panel, search or other tools to find the worklist you need.
With that list visible, right-click anywhere in the gray space to either side of column headers, as shown below. Select Insert Column from the right-click menu.
That opens a second right-click menu:
Tip: You can also simply right-click in that empty column header space to open this Insert Column menu directly, without having to choose from the first menu. |
Find and add the column you want.
The checks you see on this second menu indicate columns already on your list. If you don't see the column you want to add, use the little right arrows to open submenus containing listings for column categories.
When you find the listing you want, select it. That adds the column to your list.
The added column appears to the right of whatever grey header space you clicked within. So, had you clicked to the left of the first column header, the new column just added becomes the first list column. Had you clicked to the right of the furthest-right column, the new column becomes the last one on the list.
Tip: To save this change so you can reapply it to other lists - and to this list, the next time it appears - you can define a column template. |
Use the left-side navigation panel, search or other tools to find the worklist you need.
With that list visible, right-click anywhere within the column header you want to remove, as shown below. Select Remove Column from the right-click menu.
That removes the column from your list.
Tip: To save this change so you can reapply it to other lists - and to this list, the next time it appears - you can define a column template. |
Use the left-side navigation panel, search or other tools to find the worklist you need.
With that list visible, right-click anywhere within any column header or the gray space to either side of column headers. Select Restore Default Columns from the right-click menu.
That returns the list to its default state, which is always dictated by the window style saved for the type of list being shown.
Note: For details on how window styles operate, see Window styles vs. column templates.
Use the left-side navigation panel, search or other tools to find the worklist you need.
With that list visible, click and drag either the right or left side of the column you are resizing.
If you are widening the column, Worldox automatically adjusts the spacing of other column spacing. When you make columns smaller, Worldox leaves open space in the header and list; click and drag columns as needed to eliminate these spaces.
Note: Depending on how the "Column Headers Size Automatically" preference is set, you may not be able to save new column sizes as part of saved column templates or window styles. If you have questions on this, please contact your Worldox Administrator.
Use the left-side navigation panel, search or other tools to find the worklist you need.
With that list visible, click and drag any column header to another location and release the mouse button.
Tip: To save this change so you can reapply it to other lists - and to this list, the next time it appears - you can define a column template. |
Depending on how the "Column Headers Size Automatically" preference is set, Worldox may already use the best fit method as lists open.
Best fit simply means that columns are sized based on available space, so that the longest items contained in each list can be displayed in full whenever possible.
Even if columns are automatically best fit as they open, you are free to resize or rearrange list columns however you see fit. Once changes are made, you can ask Worldox to apply the best fit action to make the list more readable.
Use the left-side navigation panel, search or other tools to find the worklist you need.
With that list
visible - perhaps after making other column size and placement adjustments
- you have the option of letting Worldox automatically re-size columns
to best display the longest available items in those columns. To "best
fit" list columns, click the Best Fit - All Columns
button at the upper right of the list:
Select Best Fit - All Columns from the list.
That same option is available by left-clicking on any column header. Using that method, you also have the choice of best fitting only the column clicked, (Doc ID in the illustration above.)