Column Setting

Views display information in columns; and each column has its related Column Setting document, which opens once you click the Setting icon of the column within the Design tab of a View Builder, allowing you to define the column’s attributes.

Set up the Column

  1. Set the Column’s title column to what you would like displayed to the user when this column is loaded within a view in the Display Name field.
  2. Enable sorting the column contents (ascending or descending) by checking the Is Sortable option. When selected, the column displays its contents in ascending order, by default, and a triangle icon appears to the right of the column title pointing upwards. On mouse-over the column title, an unfilled arrow pointing in the opposite direction (downwards) is shown with a tooltip indicating that if it has been clicked, the documents will be sorted in descending order. This checkbox is selected by default.

Not all out-of-the-box columns that are based on Text Area (such as Comments, Reason, etc.) can be sorted. You cannot make such columns Sortable because this is not allowed with some vendors.

  1. Show the color of the related field in the Form by checking the Is Color option.
  2. You can Hide records that contain empty value in the column by selecting the option.
  3. You can specify the column width by entering a value in the Column Width field.

Date/Time Columns’ Settings

Date formatting options will be shown if this Column Setting was built from a Date/Time field.

Under the Advanced tab, select whether to display the Date along with the Time, the Date Only (default), or the Time only in the Date/Time portion field.

Under the Advanced tab, select the style (display format) to be used to display the Date/Time. For example, Full, Long, Medium (default), Short in the Date/Time Style field.

Numeric Columns’ Settings

Number formatting options will be shown if this column setting was built from a Currency or Number field.

If the column displays numeric values, such as the total cost in some applications, then you need to specify the number of decimal places (the number of digits to appear to the right side of the decimal point). For example, if you specify three decimal spaces and you enter 1 in the numeric field, it will be displayed as 1.000 automatically.

You also will have the option to Remove Trailing Zeros option, which will remove trailing zeros from the value in this column, if it was selected.

Link Column Settings

The Link Column option of the Advanced tab determines whether this column will display a value as a link or not. If this option is selected, the Table Column in the data-source SQL statement returns link IDs.

If the Link Column option is selected, the Is Sortable checkbox on the Column Settings will disappear.

If the related Column setting is of type link, it will not be displayed in the [Default Sort Column(s)] and [Default Search Column] fields within the View setting.

View Columns Localization

You can configure localization for view columns showing any of the following data:

  1. Workflow Name
  2. Phase Name
  3. Keyword Lookup value

To do so,

  1. Ensure localization is enabled in System Preferences to enable the Column Localization section in Column Setting.
  2. Open the intended Column Setting through View Designer and navigate to the Advanced tab.
  3. Select the Enable Localization option.
  4. For lookup Keywords:

Set the Column displays a Selection field to the Lookup Keyword option.

Select the lookup keyword the system will use to look up the localized value for this column from the All Fields List field.

  1. For Phase or Workflow Set, the Column displays a Selection field to the Setting option.

For Workflow, set the Setting Type to the Column displays the Workflow name option.

For Phase, set the Setting Type to the Phase displays the Phase name option.

  1. Click Apply & Close.

Column Properties

The Properties tab of the Column Setting includes the following properties:

Design Name: The Design Name is automatically set based on the Display Name when the document is saved or refreshed.

If you change a column name (after saving the setting), the new name will be changed automatically on the layout of all parent views.

 It is a good practice to include the setting name of the parent application as a prefix in the Column Name (e.g., CORRACT_OPENCORRACT where ‘CORRACT’ is the setting name of the parent application).

Table or Query Field Name: Enter the Table field name from the field setting of the field from which data will be copied to this column. For example, for the CORRACT_PROBLEM_SUMMARY field, the table field name is PROBLEM_SUMMARY.

You must consider the following issues when populating this field in new Column settings or validations will appear:

The value of this field must not be one of the database-reserved words (e.g., AND, OR, SELECT, WHERE, etc.).

When you enter a value into this field for the first time, it must not exceed 30 characters, or validation will appear. If it is later modified, no validation will appear if it exceeds 30 characters.

The value of this field must not contain any of the special characters. Notice that “$” is not considered as a special character.

If any column is required on the database table, the corresponding Field Setting should always be required. This will prevent the database level errors.

Parent View(s): The parent view(s) to which this column is added is automatically selected in this field.

Setting ID: This is a computed field reserved for the ID of the Column Setting. The Column ID will be assigned after the first save.