The default view of each tab of the Data Grid displays standard fields, but administrators can add any application form question, file upload option, or routing step to the Grid for easy viewing.
Click the Columns dropdown in the action bar. Select or deselect options in each list and then click Apply. Any selections made will only affect the current tab.
- Standard - InfoReady default items to pick from, available in each opportunity.
- Additional - List of all fields on the application form (Requirements) page.
- Routing Steps - Review responses
To further customize the view, drag and drop columns to re-order. Administrators can also save one multiple views per tab. For more details on that process, view this article.
Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.