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Display Columns

Information on and how to configure columns for display of the Organization field drop-down in Contract Logix

Justin Tryon avatar
Written by Justin Tryon
Updated over 3 months ago

To assist with choosing the correct External Organization from the Organization drop-down menu when in a Contract record, Admins can configure what's displayed through the Display Columns tab of the field settings, as seen below.

To configure the Display Columns, Admins can follow the steps below:

  1. From the homepage, click at the bottom left to open the Application Settings.

  2. From the Application Settings, click and then use the Object Type drop-down menu to select Contract (if not already chosen). Click any Contract type in the list.

  3. Locate and click the External Organization field's icon to edit the field. NOTE: The Property Name for the field is: selectedExternalOrgs regardless if the field itself is named differently, for example "Counterparty Name" or "Third-Party" or "External Organization" as seen below.

  4. Click the Display Columns tab on the Field Settings pop-up modal window.

  5. By default, Name, Organization Type, and Address 1 appear. You can add additional columns by clicking . A new drop-down menu appears to select another property, as seen below.

  6. Once the new Column is selected, click to save the change. NOTE: You can remove Address 1 or any newly added columns by clicking .

  7. Lastly, click at the top of the Contract record layout to save the changes.

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