Configuring Columns for the Assigned Applications Tab

Assigned Applications Tab

Before each user can see the applications assigned to them, columns of information from the Contact and Application objects must be selected to display the list of assigned applications.

To configure columns that will be displayed on the Assigned Applications tab, follow these steps:

For Winter '21 or Earlier

1. Navigate to the Configure Columns tab in Reader
2. Choose application and contact fields
   Note:

   Don’t choose too many, or it will overcrowd the screen. Five to eight is a good number
3. Click the Save and Next button in the bottom left corner of this screen:
4. On the next page, edit labels (make them short) and set their order left to right

For Summer '21

1. Navigate to the Configure Columns tab in Reader
2. Select Assigned Applications from the picklist in the top right corner of the page (this step is new in Summer ‘21)
3. Check the boxes next to the fields in the Application and Contact sections that you want to display on the Assigned Applications tab
   
   
   
   
4. Click the Save and Next button in the bottom right corner of the page
   
   
5. On the next page, edit labels (make them short), set their order left to right, and click Save when you’re done.
   
   

Pending Applications Tab

This feature is new in Summer ‘21.

1. Navigate to the Configure Columns tab in Reader
2. Select Pending Applications from the picklist in the top right corner of the page
3. Check the boxes next to the fields in the Application and Contact sections that you want to display on the Pending Applications tab
   Note:

   Don’t choose too many, or it will overcrowd the screen. Five to eight total is a good number.
   
   
   
   
   
4. Click the “Save and Next” button in the bottom right corner of the page
   
   
5. On the next page, edit labels (make them short), set their order left to right, and click Save.