Difference between revisions of "13. Altering Columns"
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'''Altering Columns''' | '''Altering Columns''' | ||
'''Altering Columns - Can you add columns, remove columns and alter the layout of the list and then save the list as a personal report? Refer Global Features''' | '''Altering Columns - Can you add columns, remove columns and alter the layout of the list and then save the list as a personal report? Refer Global Features''' | ||
| + | Within any List or Report you have the feature to fully customize your list, and set it as User or Global Preference. For Example; Account List. Go to Accounts Module, and select Accounts List. Uncheck '''Tree Mode''' to view '''List Mode'''. | ||
| − | + | In the list, which means any list customer, product, invoice etc. you have a '''Customize''' tab at the bottom. | |
| − | + | ||
| − | In the list, which means any list customer, product, invoice etc. you have a ''' | + | |
| − | * Click | + | * Click '''Customize''' |
| − | * | + | * Customize window will open up. |
| − | * In the Columns Area, | + | * In the '''Columns Area''', Click to make that column available in the list. |
| − | * | + | * '''Uncheck''' to remove the column from the list. |
| − | * Double click any column name to rename it. | + | * '''Double click''' any column name to rename it. |
| − | * You can create '''Custom Column''' by clicking on the 'New' button in | + | * You can create '''Custom Column''' by clicking on the 'New' button in customize window of a list. |
| − | * '''Grid Title Font''' will allow you to change the font, font size and font | + | * '''Grid Title Font''' will allow you to change the font, font size and font color of the Grid Header. |
| − | * '''Grid Font''' will allow you to change the font, font size and font | + | * '''Grid Font''' will allow you to change the font, font size and font color of the text in Grids. |
| − | * ''' | + | * '''Alternate Row Color''' will allow you to set alternate row color if required. |
| − | * Clicking on '''Enable Grid Lines''' will show the grid lines in the list. | + | * Clicking on '''Enable Grid Lines''' will show the grid lines in the list. Unchecking will remove the grid lines. |
* You can alter changes and can make it as a '''Customer Report''' by clicking on the '''Custom Report''' Tab. Give the '''Report Name''' and select where you want to see this custom report apart from '''My Reports''' | * You can alter changes and can make it as a '''Customer Report''' by clicking on the '''Custom Report''' Tab. Give the '''Report Name''' and select where you want to see this custom report apart from '''My Reports''' | ||
* After making changes select '''User''' if the setting is for the individual user who is altering the changes. Select '''Global''' if you want the changes on every users. | * After making changes select '''User''' if the setting is for the individual user who is altering the changes. Select '''Global''' if you want the changes on every users. | ||
| − | * Click '''Save''' to complete the | + | * Click '''Save''' to complete the customization. |
* At any time you can click '''Default''' to go back to system default settings. | * At any time you can click '''Default''' to go back to system default settings. | ||
| − | You can move the columns, can expand or contract the width of the columns and can sort the columns in Ascending or Descending Order. | + | '''You can move the columns, can expand or contract the width of the columns and can sort the columns in Ascending or Descending Order.''' |
| − | + | Customize the columns by clicking on the column title, holding down the left mouse you can drag the columns to the preferred layout and place them on the grid where you choose. You can also increase or decrease the size of the columns by clicking on the line between the column titles and move left or right depending on what size is required. When you close the list the new positions and lay out will be remembered. ie. the list will open in the same layout or format that it was last viewed in. This layout is specific to each user. The unique user name and password will trigger the layouts specific for that person. | |
Latest revision as of 05:25, 17 December 2014
Altering Columns
Altering Columns - Can you add columns, remove columns and alter the layout of the list and then save the list as a personal report? Refer Global Features
Within any List or Report you have the feature to fully customize your list, and set it as User or Global Preference. For Example; Account List. Go to Accounts Module, and select Accounts List. Uncheck Tree Mode to view List Mode.
In the list, which means any list customer, product, invoice etc. you have a Customize tab at the bottom.
- Click Customize
- Customize window will open up.
- In the Columns Area, Click to make that column available in the list.
- Uncheck to remove the column from the list.
- Double click any column name to rename it.
- You can create Custom Column by clicking on the 'New' button in customize window of a list.
- Grid Title Font will allow you to change the font, font size and font color of the Grid Header.
- Grid Font will allow you to change the font, font size and font color of the text in Grids.
- Alternate Row Color will allow you to set alternate row color if required.
- Clicking on Enable Grid Lines will show the grid lines in the list. Unchecking will remove the grid lines.
- You can alter changes and can make it as a Customer Report by clicking on the Custom Report Tab. Give the Report Name and select where you want to see this custom report apart from My Reports
- After making changes select User if the setting is for the individual user who is altering the changes. Select Global if you want the changes on every users.
- Click Save to complete the customization.
- At any time you can click Default to go back to system default settings.
You can move the columns, can expand or contract the width of the columns and can sort the columns in Ascending or Descending Order.
Customize the columns by clicking on the column title, holding down the left mouse you can drag the columns to the preferred layout and place them on the grid where you choose. You can also increase or decrease the size of the columns by clicking on the line between the column titles and move left or right depending on what size is required. When you close the list the new positions and lay out will be remembered. ie. the list will open in the same layout or format that it was last viewed in. This layout is specific to each user. The unique user name and password will trigger the layouts specific for that person.
