Grid Settings - Customizing Columns

Customize the layout of columns in a grid.

Pin columns so that they display at all times

Click in the column header to pin a column. A pinned column is moved to the left side of the grid and remains visible when you scroll to the right. Each column has its own pin.

Pin multiple columns at once

Click on the separator bar in the upper left corner and drag it to the right of the last column you want to pin.

Change the width of a column displayed in the grid

  1. Move the cursor over the edge of a column until the cursor changes to a double-sided arrow.
  2. Hold the left mouse key and drag the cursor left or right until the column is at the appropriate width.

Group the view

Drag the column header to be grouped above the other column headings. To clear the grouping, drag a grouped column down to the other column headings.

Expand all rows in the grid

Select Expand All in the Grid Settings pane.

Collapse all rows in the grid

Select Collapse All in the Grid Settings pane.

Rename a column displayed in the grid

  1. Click in the upper left corner of the grid or select Column Choose/Rename in the Grid Settings pane.
  2. Click on the column you want to rename.
  3. Enter the new name in the Column Name field and click OK.
Note: Renaming a column only changes how it displays in the current grid, it does not change the field name throughout the software.

Reset a column name

  1. Click in the upper left corner of the grid or select Column Choose/Rename in the Grid Settings pane.
  2. Click on the column you want to rename.
  3. Click Reset to Default and click OK.