AX1608
When using the Process Status dialog to view a plan file process, the dialog displays lists of plan files and their current status (overall and per step). You can configure display settings for this dialog on a per file group basis to determine the following:
- Which columns are included in the dialog, and certain attributes about those columns
- Which column is used to sort the list
These settings are defined in the file group properties. Only administrators and users with one of the following security permissions can edit file group properties: Administer File Groups and Modify File Group.
To access the display column settings:
-
In the Explorer task pane, right-click the file group and then select Edit.
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In the Edit File Group dialog, select the Display Columns tab, then select the Process Columns sub-tab.
Defining the display columns
You can configure the columns to display in the Process Status dialog for this file group, as well as certain attributes about those columns. You can specify which columns are searchable, define alternate header text, and define the column width.
The current display columns are listed in the Display Columns box. By default, the following columns are selected to display:
- The key column of the plan code table
- Designated description columns for the plan code table
- Various process status columns, such as Status and Due Date
You can include any column from the plan code table, from a data table that directly looks up to the plan code table, or from a reference table that the plan code table looks up to. You can also include various system columns relating to the process status.
To configure which columns are included and in what order, click Select Columns. In the Select Columns dialog:
- To add a column, select the column in the left-hand pane of the dialog and then click Add to move it to the Selected Columns box.
- To remove a column, select the column in the Selected Columns box and then click Remove.
- To change the order of a column, select the column in the Selected Columns box and then click Up or Down to move it to the desired location.
Display attributes for each column are configured after the column has been added to the Display Columns box. To configure the display attributes for a column, select the column in the list and then click Edit Column. You can edit the following display properties:
| Item | Description |
|---|---|
|
Header |
The header text for the column. By default, this is the column name. You can customize this text if desired. If the column is not on the plan code table, the fully qualified name is used by default. For example, if the plan code table is Dept, then if you add the |
|
Width |
The width of the column. By default, the display columns attempt to auto-size to a reasonable width for the column contents. If desired, you can enter a different width in pixels, up to a maximum of 500. If you want to go back to using the default width, you can clear this field. |
|
Searchable |
Specifies whether the column is searchable. Select this check box if you want the contents of this column to be included in the search. If no columns are flagged as searchable, then the search uses the key column and the designated description columns by default. Additionally, if the first display column is not the key column, it is also included in the search by default. |
|
Custom Formatting |
If the column values are numeric—meaning column data types of Integer (all types) or Numeric—then you can optionally define a custom display format for the values. To define a display format, enter a valid Excel formatting string. These strings can be obtained as follows:
For example, this is the formatting string for a Currency format that shows the negative numbers in parentheses: Colors (such as red font for negative numbers) are not supported. Additionally, text replacement strings are only supported for zero values. Other advanced or unusual formats may not display as expected, so be sure to verify the column display. If you do not define a custom display format, then the default formatting for the column's specified numeric type will be used. |
Defining the sort columns
You can configure the default sort order for lists of plan files in the Process Status dialog. The sort order is specified based on one or more columns in the plan code table. If multiple columns are selected, then the primary sort is the top column, the secondary sort is the next column, and so on.
The current sort columns are listed in the Sorting Columns box. By default, the key column of the plan code table is selected as the sort column. For example, if the plan code table is DEPT, then the plan files will be sorted in order of department codes, in ascending order.
To define the sort columns, click Select Columns. In the Select Columns dialog:
- To add a column, select the column in the left-hand pane of the dialog and then click Add to move it to the Selected Columns box.
- To remove a column, select the column in the Selected Columns box and then click Remove.
- To change the order of a column, select the column in the Selected Columns box and then click Up or Down to move it to the desired location.
By default, the sort is ascending order. Once a column has been added to the Sorting columns box, you can change the order by using the drop-down list next to the column name.
