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customgridcolumns [2018/01/03 15:24] – Shelley Hunter | customgridcolumns [2020/12/15 18:28] (current) – Viola Scott | ||
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====== Custom Grid Columns ====== | ====== Custom Grid Columns ====== | ||
- | You can define custom columns for almost all grids in IQX (specifically all the ' | + | Refers to Maintenance - Database Set Up - Custom |
- | Custom Grid Columns are defined | + | As an Agency you can customise almost all of the grids in IQX, selector screens and grid views on records e.g. placements view on a candidate record. |
- | As well as defining new custom columns | + | Custom Grid Columns are defined in Maintenance - Database Setup. |
+ | {{: | ||
+ | * Department: It is possible to have custom columns | ||
+ | * Form: Relates to the form e.g. person | ||
+ | * View: Relates to the view on that form the column is to be added e.g. the placements or vacancies view on the person form. | ||
+ | * List: To see a list of all of the custom | ||
+ | |||
+ | To add a new custom column select the Department, Form and View along the top then use the Add button to create the new column. | ||
+ | |||
+ | * Column Name: this is the unique ID given to this particular item in the database. | ||
+ | * Caption: this is the name the user will see on the grid. | ||
+ | * Position: this value determines where on the grid the column will show. Setting the value to - 0 will hide a field, a positive number to position it. The Position numbering may take some trial and error to position the field where you want it because it is affected by hidden fields. | ||
+ | * Column Type: select the relevant type from the drop down. If you want to return the answer to a question you would choose Question or if you wanted to return the data in a field in the database you would choose DataField. | ||
+ | * Data Type: select the relevant type data from the drop down. | ||
+ | * String Length: enter the length of the field value e.g. 25. | ||
+ | * Display Format: if you want a particular format enter it here e.g. dd/ | ||
+ | * Descriptor: enter the code for the information you wish to return e.g. person.registrationdate will display the candidate registration date or P; | ||
+ | * Pick List: only used if column type is a combobox, contact IQX Support for assistance. | ||
+ | * Check Values: | ||
+ | * Sortable: tick this box if you want to be able to sort the column. | ||
+ | * Sort Expression: enter the value to be sorted and whether it is ascending or descending. | ||
+ | * Display Width: enter the value for the width of the column ensuring that it is at least as wide as the string length. | ||
+ | * Notes: double click the field and enter nnay notes relating to the column. | ||
+ | |||
+ | Some more technical details about the definitions above can be found [[https:// | ||
+ | |||
+ | |||
+ | **Note**: | ||
+ | |||
+ | In addition to this there are a range of options available to users and admins by right-clicking the column heading of almost any grid . You can drag columns to move them, hide them by selecting that option on the right-click menu, remember your column layout, select the DEFAULT or a named layout, or Show All Columns.\\ \\ | ||
+ | {{: | ||
+ | |||
+ | More information on this feature can be found [[https:// | ||
- | In addition to this there are a range of options available to users and admins by right-clicking the column heading of almost any grid (all those defined by ' | ||
- | Those with Maintenance or Departmental Maintenance rights can define a DEFAULT layout for all users who have not ' | ||
- | Some details about the definition of new custom columns can be found [[https:// | ||