Customizing the People Overview Screen in Controller

When you first log into the Controller, the People screen is displayed by default. Depending on whether this is your first time logging in, you may or may not have existing records added to your instance.

Default Visible Fields

By default, the People overview screen displays the following fields:

• Photo

• Person Number

• First Name

• Last Name

• Status

• Created Date

Customizing the Visible Fields

You can customize the data displayed on this screen by adding, removing, or reordering fields. Follow these steps to modify the visible fields:

Open

Access Table Settings

To modify the visible fields:

• Click the gear icon located in the top-right corner of the screen.

• Select Table Settings from the dropdown menu.

Adding Fields

To add a field to the People overview screen:

• In the Table Settings, you will see two lists:

  • Available Fields: Fields that are not currently visible.

  • Visible Fields: Fields currently displayed in the overview.

• Find the field you want to add under Available Fields. You can expand this section to see the complete list.

• Select the checkbox next to the desired field (e.g., Middle Name).

• Click the Add Fields button at the bottom of the list.

Open

Reordering Fields

To reorder fields in the Visible Fields list:

• Click and drag the field you want to move to the desired position within the Visible Fields list.

Removing Fields

To remove a field from the Visible Fields list:

• Check the box to the left of the field name that you want to remove.

• Click the Remove Fields button at the bottom of the list.

Saving Changes

After making the desired adjustments:

• Click Save to apply your changes.

• You will be returned to the People overview screen, where the field modifications should now be visible.

This process allows you to tailor the People screen to display the most relevant data for your needs.