Manage Columns on Page and Window Grid

Throughout the Momentus Enterprise platform, there are pages and windows which display in a grid or list view. You are able to customize the columns on those pages. you can:

Show Columns

To show columns:

  1. Right-click on the grid's column headers.
  2. Select Show Columns. The Column Settings window opens.
  3. In the Available section on the left, locate the columns to display. 
  4. To add one column to the grid, click the green plus (+) sign to the left of the column name. To add multiple columns:
    • Use Ctrl+Click or Shift+Click to select the columns to show and then click the right arrow button to move the selected columns to the Selected section on the right.
    • Click the double right arrow button to move all columns to the Selected section.
  5. Use the arrows to the right of the Selected section to set the order the columns display on the page. You must highlight a row (or multiple rows) to move them upwards or downwards in the order, using the up and down arrows.
  6. Click OK.

Hide Columns

To hide a single column: 

  1. Right-click on the column header of the column to hide.
  2. Select Hide Column.

To hide multiple columns:

  1. Right-click on the page’s column headers.
  2. Select Show Columns. The Column Settings window opens.
    • In the Selected section on the right, Use Ctrl+Click or Shift+Click to select the columns to hide, then click the left arrow button to move the columns to the Available section on the left.
  3. Click OK.

Change the Column Order and Width

You can change the order of the columns on the page by clicking on the column header of the column and dragging it to the position you want it to display in. Once the column is in the correct position, a dark line displays indicating that you can drop it in the location. Release the mouse button and the column is placed in the selected position.

You can change the width of a column by clicking on one of the column borders and pulling it to the desired width. 

Sort Information in Columns

To sort by a single column, click on the column header of the column to sort. After clicking on the column header, an arrow and number displays to indicate that the column is sorted. A down arrow indicates the column is sorted in descending order and an up arrow indicates the column is sorted in ascending order. The direction of sorting can be change by clicking on the column header a second time. The number indicates the order the grid is being sorted by. '1' shows the column being used as the first sorting criteria, '2' shows the column being used as the second sorting criteria, and so on.

When sorting by multiple column criteria:

  1. Right-click on the column headers.
  2. Select Sort, Group and Total. The Column Settings window opens with the Sort, Group and Total tab selected.
  3. Select the column to sort by in the Sort By drop-down. 
  4. Select the direction for the sorting from the Direction drop-down.
  5. Click Add to continue adding columns to sort. To change the sort order, drag and drop the Sort By group or use the up and down arrows on the right of the Sort By Group.
  6. To remove a Sort By Group, click the red X to the right of sort column you want to remove.
  7. Click OK when complete. 

Group on Columns

You can group columns to create a better view of the information. To group on columns:

  1. Right-click on the column headers.
  2. Select Sort, Group and Total. The Column Settings window opens with the Sort, Group and Total tab selected.
  3. On a Sort By row, check Group on this column. 
  4. Select your desired font style and font color for the group header.
  5. Click OK.

Show Row Counts

You can display the total number of records within a grouped column. This is called a Row Count. To configure a grouped column to display a row count:

  1. Right-click on the column headers.
  2. Select Sort, Group and Total. The Column Settings window opens with the Sort, Group and Total tab selected.
  3. Check the Show group row count checkbox for the Sort By Groups that need a count. 
  4. In the Grand Totals section, check the Show grand total row count checkbox to display a row count for all records in all the groups. The grand total count font style and font color cannot be customized.
  5. Click OK.

Show Subtotals and Grand Totals

You can display subtotals and grand totals for numeric columns. You can only subtotal on grouped columns. To show subtotals and grand totals:

  1. Right-click on the column headers.
  2. Select Sort, Group and Total. The Column Settings window opens with the Sort, Group and Total tab selected.
  3. Find the Sort By Groups which have the Group on this Column checkbox checked.
  4. In the Display group subtotals for field, select the columns to subtotal within each column grouping. You will only see numeric columns available for subtotalling. The subtotal displays in the same font formatting as the group.
  5. In the Display grand total row count field, select the columns to grand total. The grand total count font style and font color cannot be customized.
  6. Click OK.

Expand and Collapse Groupings

You can expand a column grouping to show all the records in the group or collapse a column grouping to hide all the records in a group.

To expand all the groups, right-click on the column headers of the columns to expand and select Expand All. You can also use the asterisk (*) to the very left of the column headings to quickly expand all groupings. To expand a single group, click the arrow next to the group on the page.

To collapse all the groups, right-click on the column headers and select Collapse All.  To collapse a single group, right-click on the column headers and select the group to collapse. If you have multiple groupings, you can also use the small numbers to the very left of the column headings (near the asterisk), to collapse to a specific level of grouping.

Select All Records

You can click on the square to the very left of all the column headers to select all records in a list. This highlights all the displayed records in the list.

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Text Wrapping

You can turn text wrapping on and off for a column. To turn text wrapping on, right-click on the column header and select Toggle Text Wrapping. To turn text wrapping off, click on the same column header and select Toggle Text Wrapping again.

 

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Comments

11 comments

Date Votes
  • Caroline Grzesniak

    Hi there, is it possible to add the same column twice? We are already using the "User Text" column, but would like to add another one of the same?

     

    Thank you.

    0 upvotes

  • Maggie U.

    Hi Caroline,

    Showing the same information twice as a column on a screen isn't possible but depending on where you want to capture and view additional information, it may be possible to create a user defined field.  Check out the Configuring Custom Fields/User Defined Fields (UDFs) article to see if this may work for what you need.

    Thanks,

    Maggie

    0 upvotes

  • Lee Tickett (Tickett Enterprises Limited)

    Caroline, I'm not 100% following what you are trying to achieve, but you can create custom fields (of type formula) which can be used to duplicate other fields.

    0 upvotes

  • Permanently deleted user

    Is it possilbe to lock/freeze columns, as you can do in Excel? We have a wide view in Events, would be a great opportunity. 

    0 upvotes

  • Sam Wilson

    This is not currently possible within Ungerboeck. Consider adding it to the Community as a potential enhancement request.

    Regards,

    Sam

    0 upvotes

  • Don Leddy

    Good day,

    Is it possible to lock a column width?

    1 upvotes

  • Sam Wilson

    Hi Don,

    Locking a column width is not currently supported. 

    Regards,

    Sam

    0 upvotes

  • Nina Dennison

    I want to add a Column that we can add Details without having a pop-out box. Is it possible to add a UDF that allows us to Edit a field of information on the screen instead of it opening another box of information??  Example, I see the "Location" & Description fields have this capability but the "Notes" pops up a separate box for us to add information. This is cumbersome when I have a few short details to add to each line. 

    Thanks

    0 upvotes

  • Mike Johnson

    Nina - Can you provide more detail on your request?  What area of the software are you referring to?  If I'm following you, it sounds like you are wanting to enter a note in the grid on a certain record but I would like to confirm that.

    0 upvotes

  • Nina Dennison

    Hi Mike, The example below, the Description column is Editable, but the other column options are not. I've tried Alternate Description 2 (no column appears) and Details column but it pops open a screen like Notes. We're trying to just write details on the same screen. We need 2 more columns like the Description column to write on for our agenda. 

     

    0 upvotes

  • Sam Wilson

    Hi Nina,

    Functions have a standard field labeled User Text that will allow text entry from the Functions grid. The field can be relabeled according to your preference by modifying the dictionary phrase. However, this is only a single field. 

    The Alternate Description fields weren't designed for this purpose, but you could certainly try them out to see if they meet your needs. It sounds like they may need to be enabled in your database. These are controlled by organization parameter Allow Alternate Desc Usage (AA 010).

    If the combination of User Text and Alternate Description fields doesn't quite meet your needs, please consider submitting an enhancement request.

    Regards,

    Sam

    0 upvotes

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