Every assessment is different. One project may need a short table for daily remediation work, while another needs more evidence and testing fields. Edit Table lets you shape the project without changing what its findings mean.
Open the field editor
- Open the project you want to change.
- Choose Edit Table above the findings table.
- Choose Fields and visibility.
- The Edit Table Fields panel opens above the table so you can compare your changes with the project.
What each control does
- New name changes the label people see in this project.
- Compact shows or removes the field in Compact table view.
- Full shows or removes the field in Full table view.
- Details Panel chooses whether a visible field appears in the first or second finding accordion.
- Delete removes an optional field from the project. Required fields cannot be deleted.
How changes are saved
Each change is saved to the current project as you make it. Wait for the saved message before closing the panel. Reload the project and check Compact view, Full view, and one finding drawer when you make several changes.
Check your result
- Compact view contains only the columns you chose for quick work.
- Full view contains the wider set you chose for detailed review.
- The first and second drawer accordions contain the fields you assigned to them.
- Created By, Created At, Updated At, and retired system fields do not appear as editable project fields.