# Customize your list layouts

Edit your list layouts to customize how data is presented to your users.&#x20;

1. Select the list layout you want to edit
2. Select  <img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FnwPUNjZ6bEwMwsAacHwR%2FCleanShot%202024-04-02%20at%2009.08.29%402x.png?alt=media&#x26;token=43a6b412-6838-4c61-9337-56245d54b81d" alt="" data-size="line">**Edit Layout**

## Header

Choose a photo or color to be the header of your List Layout, add a title and subtext, choose where to align the title and where the toolbar appears on the page.

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FoDKbAACBxaCw5cbylZ1N%2F59%20(1).png?alt=media&#x26;token=a64c0cff-5a77-4e6f-a618-3652ea75303b" alt="" width="563"><figcaption></figcaption></figure>

### Display

Change your layout type by selecting Display . Use a [Table, Cards, Boards, or One Record Only view. ](https://docs.stackerhq.com/stacker/customize-layouts/list-layout/display-types)

## Roles

Decide the role(s) that can or cannot view a page.&#x20;

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FZqvm9Fm6GwgMPaTWYE7m%2FCleanShot%202024-05-07%20at%2013.40.05%402x.png?alt=media&#x26;token=13ea8def-b79e-4969-9e0e-841d7be5b1dd" alt="" width="375"><figcaption></figcaption></figure>

## [Filters](https://docs.stackerhq.com/stacker/security/data-filters/list-layout-filters)&#x20;

{% embed url="<https://vimeo.com/1010622719?share=copy>" %}

&#x20;You can apply filters to a list layout to limit which records will show in the layout based on details about the record or user types. You can limit a list layout to only show records that meet (or do not meet) specific conditions. Filters apply to all users including admins.

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2F5QCo0junXf9OdtvQnQHW%2FCleanShot%202024-05-07%20at%2013.49.49%402x.png?alt=media&#x26;token=74b1584e-43e8-44dd-b6da-3ab8566a024f" alt="" width="375"><figcaption></figcaption></figure>

* Filters can only use the 'AND' logic. If you have many conditions, then the records must meet all conditions.
* You can filter currency, percentage, roll-up, and formula fields using number operators: **=, <, <=, >, =>** and **≠.**
* Users must have 'read' permissions for the fields used in the filter.
* You can filter using relative date filters (eg. tomorrow, this week, last quarter).
* You can use filters along with duplicating layouts to create different layouts in your navigation.

## Sort

Sort changes the order of your records in the List layout. You can sort alphabetically by a field's name, with ascending or descending values. We recommend only sorting by text or number fields.

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FzifomS1MeLSdlaW9vYYe%2FCleanShot%202024-05-07%20at%2014.02.33%402x.png?alt=media&#x26;token=9e7ff151-2db4-455a-8d98-6a85c6bebdcc" alt="" width="368"><figcaption></figcaption></figure>

## Inline Filters

Inline filters let your app users filter list layout records based on specific fields that you choose.&#x20;

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FUmo4MfeutsuqlFQqAUgw%2FCleanShot%202024-07-02%20at%2009.42.49%402x.png?alt=media&#x26;token=d695d108-7aca-4b52-85bb-0a475907f33a" alt=""><figcaption></figcaption></figure>

Select **Inline filters** and choose between **Quick** or **Advanced** filters.&#x20;

**Advanced Filters**

* Allow users to choose which fields they filter by or choose the filter displayed for the user.
* Users can change operators in advanced filters.

**Quick Filters**

* Quick option for filtering data that does not have operators.
* Show all filters or choose which filters are displayed to the user.

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FHx3kxBDj86G5sB93CPBM%2FCleanShot%202024-07-02%20at%2009.39.29%402x.png?alt=media&#x26;token=bab5b99e-3307-4daf-b67d-5b261b9f02b9" alt="" width="346"><figcaption></figcaption></figure>

## Inline Sorting

Allow end users to choose how they sort by enabling "Inline sorting".

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FjmWhSL0wdHQ7EoBcUhWp%2FCleanShot%202024-06-21%20at%2007.46.49%402x.png?alt=media&#x26;token=3b28bf7a-2928-4efa-9a7d-caf7b644e961" alt="" width="563"><figcaption></figcaption></figure>

## Advanced Settings

#### Advanced options: allow users to download data&#x20;

Toggling this setting on allows end users to download the list layout to a CSV. Only fields shown on the layout will download.&#x20;

{% hint style="warning" %}
When using the spacious header, it is not possible to show the download button to end users
{% endhint %}

#### Duplicating list layouts

Use the<img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FqWhWUw3RIRsckdYd0a5r%2FCleanShot%202024-05-07%20at%2014.10.10%402x.png?alt=media&#x26;token=102047e5-a892-48fd-95d4-2ee096549b32" alt="" data-size="line">duplicate layout icon to duplicate a list layout to create multiple views of the same table.

1. Select the<img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FqWhWUw3RIRsckdYd0a5r%2FCleanShot%202024-05-07%20at%2014.10.10%402x.png?alt=media&#x26;token=102047e5-a892-48fd-95d4-2ee096549b32" alt="" data-size="line">duplicate layout icon
2. Give your new layout a name
3. Save

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2Fif34yqtSBz416R7FE3g7%2FCleanShot%202024-05-07%20at%2014.11.23%402x.png?alt=media&#x26;token=f0158c0a-5047-4489-8d01-a64e89f434f6" alt="" width="375"><figcaption></figcaption></figure>

This will create a sub navigation item on your navigation.&#x20;

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FeCnqJNeG7uaBOZ69vwi0%2FCleanShot%202024-05-07%20at%2014.13.06%402x.png?alt=media&#x26;token=05f91514-7839-4667-bef7-1c1c77264e75" alt="" width="375"><figcaption></figcaption></figure>

#### Edit layout name

Select the three dots on the top right to edit the layout name.

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2F13jgIwPvgXXmV3no9uRQ%2FCleanShot%202024-05-07%20at%2014.13.48%402x.png?alt=media&#x26;token=e97785ce-11d6-4164-b6f2-78f1fc770337" alt="" width="375"><figcaption></figcaption></figure>

#### Delete Layout

Delete your duplicated layout by selecting the three dots on the top right.&#x20;

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FEry8ccPID4GXSUXwJF9Q%2FCleanShot%202024-05-07%20at%2014.15.13%402x.png?alt=media&#x26;token=b02a52bb-cbf0-42c6-9cf0-b362663fe026" alt="" width="375"><figcaption></figcaption></figure>

## Content

Show all fields or choose fields to display, then toggle on the fields you want to display on your list layout. Use the <img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2F76e3bvFijIplrWQDhqm5%2FCleanShot%202024-04-17%20at%2010.13.50%402x.png?alt=media&#x26;token=76aa48ed-19de-43ed-a9dd-758f190b9d9b" alt="" data-size="line"> pencil icon next to the field to change or hide the label, change the icon, or treat as a URL it is displayed or to add as a calculation above the table.&#x20;

Drag-and-drop fields to rearrange them on the layout.&#x20;

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FLRKqdBgkdjiRc6jkcFmb%2FCleanShot%202024-05-07%20at%2013.44.28%402x.png?alt=media&#x26;token=3446136d-839e-4c22-a8d7-cca50a9c92cb" alt="" width="375"><figcaption></figcaption></figure>

Calculations can show sums or averages of number fields or count how many records have an empty or not empty field.

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FwZHYEcSQoxOqpxle64rc%2FCleanShot%202024-06-18%20at%2011.56.07%402x.png?alt=media&#x26;token=8c807d9d-28e0-460e-9653-1d9d7e4c3b36" alt="" width="563"><figcaption></figcaption></figure>

## Actions

Place action buttons on your list layouts allowing users to make record updates. Show actions as buttons or options in a drop down menu:&#x20;

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FdarU3XqFsKxnEkwcS3aN%2FCleanShot%202024-06-21%20at%2007.48.27%402x.png?alt=media&#x26;token=4e9c2e3f-3420-4b03-9452-5f3c9891b3d4" alt="" width="313"><figcaption></figcaption></figure>

First create an [Action button. ](https://docs.stackerhq.com/stacker/ai-and-automations/action-buttons#create-action-buttons-in-list-layout-0-0)

#### Enable Action Buttons

1. Click the **Actions** tab
2. Select to show as **button** or in the **dropdown**
3. Toggle the button on
4. Use the eye icon to set conditional visibility&#x20;

## Actions -  System Buttons

The system buttons are the three dots that appear when hovering on a record and allow quick actions

1. Go to the List Layout
2. Click the three dots on the record
3. A drop down will appear&#x20;
4. Select what field you want to update or other action buttons

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2F0y1iKdwAHfEYrAre93zc%2FCleanShot%202024-06-21%20at%2007.51.17%402x.png?alt=media&#x26;token=d392072d-0be8-44ad-9f59-7ef2db2eb3b8" alt=""><figcaption></figcaption></figure>

Toggle the options that you want to appear on the system buttons menu and set up conditional visibility:

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2F6Tp2wLEQzlXXbl2sqKPG%2FCleanShot%202024-07-25%20at%2012.01.25%402x.png?alt=media&#x26;token=029de264-ac47-4f2f-8661-8e29a107e5a6" alt="" width="371"><figcaption></figcaption></figure>

### Click Record Action

Choose what happens when a user clicks on a record by choosing from the **Click Record Action** dropdown.&#x20;

* Open Full Page
* Open as Preview
* Open in New Tab
* None&#x20;
