Introduction
Table Customization inside Smart Column empowers users to control which columns appear in TAL and the order in which they appear. This capability helps teams reduce visual clutter, focus attention on high‑value fields, and create role‑specific layouts that speed decision‑making.
This expanded guide walks you through the full flow — from opening the configuration panel, to selecting and ordering fields, to saving and validating your layout. It also covers practical tips, recommended layouts for common roles, and troubleshooting.
Quick overview of what you can do
Search a catalog of available fields across well‑organized categories.
Enable or disable columns via checkboxes.
Reorder enabled fields with drag‑and‑drop.
Pin one required field (Account Name) at position #1; all others are movable.
Restore the system default layout using the Default action.
Save your configuration so the TAL table reflects your chosen columns and order.
Preconditions & permissions to check first
Scope: Make sure you’re on the appropriate scope/view in TAL (e.g., Accounts). The fields you enable will be relevant to that scope.
Permissions: Some fields may be hidden or locked based on user role or product modules. If a field is missing, verify with an admin.
Browser: The UI supports modern desktop browsers. For best drag‑and‑drop behaviour use a desktop with mouse or touchpad.
Detailed step‑by‑step workflow
Each step below explains why you do it and what to expect.
🔐 Step 1: Log in to your Sprouts account
The user enters their credentials and logs into the platform. After a successful authentication, the user is directed to the main dashboard.
From this point onward, the user has access to all modules and navigation items that are enabled for their role.
Action | Description |
Log in | Use your Sprouts account credentials. |
Step 2:Open Smart Column → Table Customization
From the TAL workspace, locate Smart Column on the right side of the screen.
Click to Smart Column and choose the Table Customisation card.
Click Configure on that card. The Table Customization panel will open (often in a modal or new tab).
Why: This is the entry point to the column catalog and the place where you build your table layout.
Step 3: Use the Search bar to find fields fast
Click the Search field at the top and type a keyword (partial names are supported).
Results update instantly and highlight matching fields in the categories list.
Why: You’ll often know the field name (e.g., Revenue or Employee Count) — search saves time vs. browsing categories.
Notes:
Search is typically case‑insensitive and supports partial matches.
If a field doesn’t appear in search, try browsing categories — it may be grouped differently.
Step 4:Browse categories and enable fields
Click a category on the left (e.g., Account). A list of available columns for that category appears with checkboxes.
Enable a column by checking its checkbox. The field will immediately appear in the Enabled Fields list on the right.
To enable many fields at once, use the Select all checkbox if present in that category.
Why: Checkboxes provide a quick multi‑select interface so you can assemble an initial layout quickly.
Step 5: Understand Enabled Fields behavior (what changes now vs. after Save)
As you check/uncheck boxes, Enabled Fields updates immediately to reflect your choices, but the actual TAL table does not change until you click Save.
Use the Enabled Fields column to preview the final column order and composition.
Why: This preview allows you to iterate without affecting end users until you commit the change.
Step 6:Reorder columns using drag‑and‑drop
In Enabled Fields, use the drag handle on any field (except Account Name) to drag it up or down.
Drop the field where you want it to appear; the list will reflow accordingly.
Important rules:
Account Name is fixed at position #1 and cannot be dragged.
All other fields are freely movable.
Practical advice: Place the most used fields near the top (first 6–8 positions) to minimize horizontal scrolling in the table.
Step 7: Remove a column (two ways)
Uncheck in the category list: Go back to the category and uncheck the field. It will be removed from Enabled Fields.
Remove from Enabled Fields: Click the remove (trash button) control on the field in Enabled Fields to immediately remove it.
Why: Removing rarely used columns reduces noise and speeds scanning.
Step 8:Restore defaults
If you want to start over, click the Default control in the Enabled Fields header.
This reloads the system default arrangement in the panel. Review it, then either Save or continue editing.
Why: Use Default if your custom layout becomes cluttered or inconsistent with team standards.
Step 9: Save your layout and return to TAL
After finalizing the enabled columns and their order, click Save (usually bottom right).
The dialog will close and you’ll be redirected back to TAL (or the panel will close).
The TAL table will reflect your chosen columns and order — Account Name will remain pinned first.
Visual confirmation: Look at the table headers to confirm the columns and their sequence. You may also see a toast notification indicating successful save.
Troubleshooting & FAQ
Q: I enabled fields but they don’t appear after Save.
A: Confirm you clicked Save and that you’re viewing the correct scope (Accounts vs Contacts). If the field is permission‑locked, it will not display.
Q: Why can’t I move Account Name?
A: Account Name is intentionally pinned to the first column to preserve identity/context in every row.
Q: I don’t see the field I expect in any category.
A: Use the search bar first. If still absent, the field may be restricted by role, sourced from another module, or not available in your tenant configuration.
Best practices checklist (summary)
Start with a lean set of columns and expand only when needed.
Keep mission‑critical fields in the top 6–8 positions.
Use the search bar to locate fields quickly.
Use Default to revert when layouts grow noisy.
Validate saved layout in the TAL table and share templates with the team.