Manage columns for a customized view

Many tools in Inertia allow you to customize your view for ease of use. This includes the IR Main List, RFI List, WAN List, and more. Tools with a list view (such as the IR Main List) typically have all columns activated by default. Constrain your view to only show relevant columns to make each tool easier to use. *If you are working in multiple Inertia projects, your column settings will be unique to each project. 

• Hide or show columns
• Rearrange columns
• Sort column data
• Group list by column headers

Hide or show columns

1. Select Manage Columns on the top toolbar. 

2. From the list of columns, select Hide to hide an active column, or Show to show a column which was previously hidden. 

3. To reset your view, select Clear Settings. This will reactivate all columns for this tool. 

4. When you're done, select Close to save your selections. 

Rearrange columns

It can also be helpful to set your columns in a specific order. To do this, select Manage Columns, and simply drag and drop the column into it's desired location. 

Sort column data

Sort your lists using the column headers. 

1. Select the dropdown arrow on a specific header.

2. Select Sort Ascending or Sort Descending.

Group list by column headers 

You can also customize your view by grouping information by a specific column header, such as status. 

1. Select the dropdown arrow on a specific header.

2. Select Group by this field. Items in the list will be resorted and grouped by the column selected.

3. Optional: Select Show in groups to display the  information grouped by selected column. This is great for viewing all records of a specific status, Common IR type, etc. 

Grouped by Common IR type, "Show in Groups" selected