Configure the columns displayed in the data grid. You can add fields, create formula columns, and manage column settings.
Add Column
Add a new column from a field or a formula.
Add Field Column
Open Columns dialog
From the data grid menu, click Columns.
Open Fields tab
Select the Fields tab.
Select field
Turn on the checkbox next to a field in the field picker.
Add to columns
The field is added to Selected Columns.
For field details, see Fields. Open Columns dialog
From the data grid menu, click Columns.
Open Formula tab
Select the Formula tab.
Enter formula details
Enter the required information.
Column Label – The header text shown in the data gridData Type – The formula’s output typeFormula – Expression using fields, operators, and functionsTreat blank fields as zeroes / blanks – How blanks are evaluated
Validate
Click Validate to check the formula.
Add
Click Add to create the formula column.
For syntax, operators, and functions, see Formulas. Edit Column
Update column settings.
Open column menu
From a column header or Selected Columns, open the column dropdown menu.
Select Edit
Click Edit to open the dialog.
Update column details
Modify the required information.
Label – The header textAlias – Column aliasName – Column system nameHidden – Hide the columnColumn Type – Column typeData Type – Output typeHeader Align – Alignment of the column headerText Align – Alignment of cell valuesFormula – Formula expressionTreat blank fields as zeroes / blanks – Calculation behavior
Save
Click Save to apply changes.
Clone Column
Create a new column by copying an existing column.
Open column menu
In Selected Columns, open the column dropdown menu.
Select Clone
Click Clone to open the dialog.
Update column details
Modify the copied settings as needed.
Save
Click Save to create the column.
Delete Column
Remove a column from the data grid.
Open column menu
From a column header or Selected Columns, open the column dropdown menu.
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.
Hide Column
Hide a column without deleting it.
Open column menu
From a column header or Selected Columns, open the column dropdown menu.
Show
Click Show to display the column again.
Hidden columns appear semi-transparent in Selected Columns but are not displayed in the data grid.
Reorder Column
Change the display order of columns.
Drag in data grid
Drag a column header left or right.
Reorder in dialog
In Selected Columns, drag columns or use menu actions.
Pin Column
Keep a column visible while scrolling.
Open column menu
From a column header, open the column dropdown menu.
Select Pin
Choose Pin to left or Pin to right.
Unpin
Select Unpin to return to normal.
