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Planview Customer Success Center

Action Type Grid Fields tab

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Fields that you select here are displayed as columns of search results for the action view that has this default action type set. Those action views with a business function tabbed form will also show the grid fields set for their default action type. In order for this to occur, the fields must be marked as ‘Visible’ at the Options tab.

Check the boxes of all fields that are to appear. You can also click clipboard_e11c1b7f26c50045490ca4bee9efea923.png and clipboard_ebade470b165037ce870305e18e54da14.png to change the position of a field within the search screen.