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Configure the columns displayed in the data grid. You can add fields, create formula columns, and manage column settings.

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Add Column

Add a new column from a field or a formula.

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Add Field Column

1

Open Columns dialog

From the data grid menu, click Columns.
2

Open Fields tab

Select the Fields tab.
3

Select field

Turn on the checkbox next to a field in the field picker.
4

Add to columns

The field is added to Selected Columns.
For field details, see Fields.

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Add Formula Column

1

Open Columns dialog

From the data grid menu, click Columns.
2

Open Formula tab

Select the Formula tab.
3

Enter formula details

Enter the required information.
  • Column Label – The header text shown in the data grid
  • Data Type – The formula’s output type
  • Formula – Expression using fields, operators, and functions
  • Treat blank fields as zeroes / blanks – How blanks are evaluated
4

Validate

Click Validate to check the formula.
5

Add

Click Add to create the formula column.
For syntax, operators, and functions, see Formulas.

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Edit Column

Update column settings.
1

Open column menu

From a column header or Selected Columns, open the column dropdown menu.
2

Select Edit

Click Edit to open the dialog.
3

Update column details

Modify the required information.
  • Label – The header text
  • Alias – Column alias
  • Name – Column system name
  • Hidden – Hide the column
  • Column Type – Column type
  • Data Type – Output type
  • Header Align – Alignment of the column header
  • Text Align – Alignment of cell values
  • Formula – Formula expression
  • Treat blank fields as zeroes / blanks – Calculation behavior
4

Save

Click Save to apply changes.

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Clone Column

Create a new column by copying an existing column.
1

Open column menu

In Selected Columns, open the column dropdown menu.
2

Select Clone

Click Clone to open the dialog.
3

Update column details

Modify the copied settings as needed.
4

Save

Click Save to create the column.

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Delete Column

Remove a column from the data grid.
1

Open column menu

From a column header or Selected Columns, open the column dropdown menu.
2

Select Delete

Click Delete to remove the column.
For field columns, you can also remove them by turning off the checkbox in the field picker.

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Hide Column

Hide a column without deleting it.
1

Open column menu

From a column header or Selected Columns, open the column dropdown menu.
2

Select Hide

Click Hide.
3

Show

Click Show to display the column again.
Hidden columns appear semi-transparent in Selected Columns but are not displayed in the data grid.

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Reorder Column

Change the display order of columns.
1

Drag in data grid

Drag a column header left or right.
2

Reorder in dialog

In Selected Columns, drag columns or use menu actions.

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Pin Column

Keep a column visible while scrolling.
1

Open column menu

From a column header, open the column dropdown menu.
2

Select Pin

Choose Pin to left or Pin to right.
3

Unpin

Select Unpin to return to normal.