Add/Change the Fields Displayed on a Grid
When working with data grids in the program, some grids may allow additional optional columns to be added to the view that are not visible by default, or you may find it convenient to hide certain unneeded columns and just view specific information.
There are numerous ways to add or change which fields are displayed on a Grid. Let's look at the options:
Show/Hide Grid Columns (Basic Column Chooser)
The Column Chooser allows you to select the columns to include in the grid.
From any grid, click the Column Chooser tool in the toolbar. (Under Layout > Show)
The Column Chooser screen will open with all possible columns that may be included in the standard grid displayed in the list. Some grids may have additional columns that may selected that are not normally visible.
Check or un-check columns in the chooser as desired to customize the information displayed. Only columns that are checked will be displayed in the grid.
Additional Columns (Advanced Feature)
Some grids may have standard columns that may allow you to link in extra information into the grid.
These may be one of the following:
- Person/Organization (e.g. Client, Caregiver, etc.)
- Event ID
- Service (or Call Type)
- Date
From any grid, click on the Additional Columns tool in the toolbar. (Under Layout > Advanced > Column Options)
If there are any eligible columns present in the grid, a window with a drop down box will be displayed. Select the Source column for which you wish to bring in additional columns.
Choose the Additional Columns you want to add:
- A two panel screen with a Custom Column Pick List on the Left and a Selected Custom Column panel on the right will open. (Any currently selected additional columns will be listed on the right.)
- In the panel on the left click on the checkbox of the column(s) you wish to add (box should be checked).
- Click the Add button in the middle of the screen to add the selected column(s) to the Selected Custom Column panel on the right.
- Click OK.
- The Grid Layout screen will be displayed. Enter a name for the layout.
- Click Save.
You will be returned to the Grid with the data loaded and your additional columns added on the far right of the grid.
NOTE: Once you have added additional columns into a layout and you load data on a grid using that layout, you can then use the Column Chooser tool show or not show the column(s) in the grid display.