Configuring and Filtering Third-Party Due Diligence List Screen Views

You can configure list screens throughout the Third-Party Due Diligence module to display the information from different fields and filter the screens based on specified criteria.

Note:

The criteria available and ability to configure and filter screens may differ based on which screen you are on.

To configure a list screen

  1. Navigate to the Third-Party Due Diligence menu.
    The Third parties list screen view appears.
  2. Click the Column Editor icon.
    The Column Selector modal appears.
  3. Configure the fields as necessary.
    For more information, view the Column Selector Screen Reference.
  4. Click the Apply button.

Column Selector Modal Reference



Note:

Three options that have the red asterisks cannot be moved left, only up and down in the right column.

Buttons

Description


Moves the selected field from Available Fields to Visible Fields.


Moves the selected field from Visible Fields to Available Fields.


Moves the selected field to the first position.


Moves the selected field forward by one position.


Moves the selected field backward by one position.


Moves the selected field to the last position.

To add filters to list screens

  1. Navigate to the Third-Party Due Diligence menu.
    The Third parties list screen appears.
  2. Click the Filter icon.
    The Filter pane appears.

  3. Click the Add Filter button.
  4. Select the criteria by which you would like to filter.
  5. Click the Save button.
  6. Click the Apply button.

To create saved views

  1. Navigate to the Third-Party Due Diligence menu.
    The Third parties list screen appears.
  2. To create a custom saved view, apply your filters and configure your columns as needed.
  3. Click the View Selector to open the view selector.


  4. Click the Save As button and complete the required fields.


    Field
    Description
    View Name

    Enter a name for the saved view.

    Make this View Public

    Enable this setting if you would like to allow other users in your tenant to access this view.

  5. Enter a name for your saved view, then click the Create View button.
    The custom view is now available.

To manage Third party screen views

  1. Navigate to the Third-Party Due Diligence menu.
    The Third parties list screen appears.
  2. Click the View Selector to open the view selector.
  3. Click the Manage View button.
    The Manage Views modal appears.
  4. Make changes as necessary.
    For more information, see Manage Views Screen Reference.
  5. Click the Save button.

Manage Views Screen Reference



Field
Description
Set Default View for All Users

Enable this setting if you would like this to be the default view for all users in your organization.

My Default View

Select the view that you want displayed by default.

View Name

Edit the name of the selected view.

Click the Update button to apply your changes.

Delete View

Click the Delete View button to delete this view.