You can add, edit, delete columns, and define the grid settings in the Job Management tab.
To view the Edit Grid Options screen
1. Navigate to the Job Management tab.
2. Click More, point to Configure, and select Job Management Grid Columns.
This displays the Edit Grid Columns Template screen:
The elements in this screen are described in the following figure:
3. In the Select Grid Columns Template File list, select the template.
The layout of the selected template is displayed in the Grid Layout section:
4. Edit the following boxes (if required):
Name – Name of the template
Description – Description of the template
5. Select the appropriate values in the following lists:
Min Row Height – Minimum row height.
Max Row Height – Maximum row height.
Header Height Override – Header height.
6. In the Grid Style Settings list, select the grid style.
The grid style is displayed in the Grid Layout section:
7. Click Define Grid Columns.
This displays the Edit Grid Columns screen:
8. Click Insert Columns and select the following option:
Insert New Empty Column - To add an empty column
Insert from Business Object Properties - To choose a property binding of a job, employee, or other system objects
Insert using Job Description Token Wizard - To add tokens for bullet rows or other job description data by stepping through the token wizard
Insert from Job Description Form Fields - To select a field from your master template
Insert Job Description Named Expressions - To choose a pre-defined expression
Insert Job Description Multi-Language Columns - To add columns with translated fields
Insert Employee Token Wizard - To add tokens for employee data using the token wizard
To insert columns in the grid
You can insert columns in the grid with the following options:
Insert New Empty Column – Add an empty column
Insert from Business Object Properties – Choose a property binding of a job, employee, or other system objects
Insert using Job Description Token Wizard – Add tokens for bullet rows or other job description data by stepping through the token wizard
Insert from Job Description Form Fields – Select a field from your master template
Insert Job Description Named Expressions – Choose a pre-defined expression
Insert Job Description Multi-Language Columns – If you are using multi-language, add columns with translated fields
Insert Employee Token Wizard – Add tokens for employee data by stepping through the token wizard
To add a new column in the grid
You can add blank columns in the grid.
1. On the toolbar, click Insert Columns, and select Insert New Empty Column.
This displays the Add New Column dialog box:
2. Enter the details in the following boxes:
Grid Column Name – Grid column name
Column Heading – Grid heading
3. Select the appropriate values for the following:
Column Width
Column Index
Column Type
Column Cell Format
Column Alignment
Column Data Source
4. Select the Is Visible? check box to display the column.
5. Select the required security profiles in the Optional Security Profile(s) box.
6. Click Save and Close.
The column is added at the end of the list.
7. Click Save and Close.
The new column is displayed in the Grid Layout as shown:
8. Click OK.
The new column is displayed in the tab as shown:
To add a column from job description form fields
You can add data-bound columns in the grid.
1. On the toolbar, click Insert Columns, and select Insert from Job Description Form Fields.
This displays the Create Grid Columns from Building Blocks in Job Description Master Templates screen:
2. Select the template in the Select Master Template list.
3. Select the tab in the Select Tab page list.
This displays the columns in the tab.
4. Select the column which you wish to add to the grid.
5. Click Select Block(s) and Close Form.
6. Click Ok.
This adds the column at the end.
7. Click Save and Close.
8. Click Save and Close.
This adds the column in the grid displaying the content.
To change the order of columns
1. Navigate to the Edit Grid Columns screen.
2. Select the row and click Move Up on the toolbar.
3. Click Move Up and Move Down to move the row to the desired location.
4. Click Save and Close.
Follow the steps given in the previous section to save the changes.
To export the grid data in Excel
1. Navigate to the Edit Grid Columns screen.
2. Click Export on the toolbar.
This displays the View Workbook screen:
3. Click Download as Excel Workbook to download as an Excel file.
This displays the following dialog box:
4. Click Download File(s) to download and save the Excel file.
5. Open the file to view it.
6. Click Close Form.
Follow the steps given in the previous section to save the changes.
To remove an existing column
1. Navigate to the Edit Grid Columns screen.
2. Select the row and click Remove on the toolbar.
This removes the row from the list.
3. Click Save and Close.
Follow the steps given in the previous section to save the changes.
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