About Adding Columns to a Grid Form

Although each view you create will default a predefined set of columns for each tab (grid form), you do have the option to modify each grid form to contain the columns you want.

You can delete columns you do not use, change the headings of columns to meet your needs, and/or add additional columns not included in the default set. This is especially useful when new columns are added to the standard ‘Viewpoint’ view that you would like included on your custom views, since they are not automatically updated to existing views. (Note: When a new view is added, it’s predefined columns are based on those defined for the standard view; therefore any views created after an update to the standard view will include any new columns added to the standard view.)

To add new columns to your view, you must first select the appropriate table view. The F4 lookup will provide you with a list of table views applicable to the current grid form. Once the table view is specified, indicate which column to add, using the F4 lookup to select the appropriate column from the list of those available for the table view. The column title will default based on the column selected; however, you can edit the column title as necessary to meet your needs.

Note: If you are adding a column that was added to the standard ‘Viewpoint’ view, make sure you first check the standard view to determine the table view and column name to use. Then specify that table view and column name on the appropriate grid form in your custom view. In some cases—such as when adding the Attachments column to any grid form—no column title will default, and you will need to enter it manually.

The Visible checkbox allows you to specify which columns you want displayed in PM Document Tracking when the tab is selected for viewing. Most columns initialized to the grid will default as checked. For those you do not want displayed, uncheck the box.