Mass Maintenance

Configure Column Display

At the template role level, a Template Administrator can control which columns display in the generated data entry spreadsheet and on the Data Entry or the Mass Changes pages for a request based on the template. Whether a user can edit the data in a column  and column  color settings can also be configured.

Column display can be affected by settings:

  • At the template role level on the Template (Role Excel Column Control) page

  • At the template role level on the Template (Role Column) page

  • At the Review filter level if the role is Review

  • On the Mass Change Exclude Columns page

Refer to Create Review Filters and Configure Columns to Exclude from Mass Change for more information.

If multiple column display settings exist, Mass Maintenance compares them and uses the most restrictive column control status (set on the Template (Role Column) page) to determine if a column should be displayed. Hidden is more restrictive then Disabled. Disabled is more restrictive then Enabled. Refer to Set a Column’s Control Status for more information.

The Template (Role Excel Column Control) page allows the Template Administrator to set:

  • Whether a column is included or excluded in the Excel file generated for data entry and on the data entry pages

  • Whether a column is read only

  • What type of control, such as a text box, is used to enter data

The Vertical View of the Template (Role Excel Column Control) page allows the user to configure further settings, such as colors, list settings, and custom validations.

NOTE: To configure template settings, the template must not be active or must be in Developer Mode. Refer to Modify an Active Template in Developer Mode for more information.

NOTE: On the Template (Role) page, the Columns and Excel Column Control icons are disabled after a user records a template. Once the template is generated, these icons are enabled. To generate a template, on the Template page’s Vertical View, click Generate.

NOTE: For roles with custom pages, no columns are available for editing on the Template (Role Column) page.

NOTE: Column display may be affected by additional settings.

To set column display on the Template (Role Excel Column Control) page:

  1. Click Team on Navigation pane.
  2. Click Templates for a team.
  3. Click Roles for a template.

  4. Click Excel Column Control for a role.

    NOTE: This icon is not active for the Post role.

  5. Select the record and click Include to include the column in the generated Excel file and on the Data Entry and the Mass Change pages.

    NOTE: When a user imports data from the Excel file to a request, this column’s display on the mapped page may be affected by additional settings in Mass Maintenance.

    Or

    Select the record and click Exclude to exclude the column in the generated Excel file and on the Data Entry and the Mass Change pages.

    Or

    Select the record and click Exclude if Null to exclude the column in the generated Excel file if the column contains no data.

  6. Click the Read Only check box to enable it if the data from the column should display in the generated Excel file and on the Data Entry page, but cannot be edited.
  7. Click Vertical View.

  8. Click Edit.

    View the field descriptions for the Template (Role Excel Column Control) page’s Vertical View.

  9. Select an option in the Column Format list box.

    NOTE: The Column Format allows the user to determine the data type of the column in Mass Maintenance generated spreadsheet.

  10. Select a background color for the column from the Background Color list box.
  11. Select a text color for the column text from the Text Color list box.

  12. Select a data source from the List Data Source ID list box if the column type is list box.

    NOTE: The List Data Source ID is the data source that contains the view or table used in a list box.

  13. Select a list source from the List Source list box if the column type is list box.

    NOTE: The List Source is the view or table that contains the values used in a list box.

  14. Select a list value from the List Value list box if the column type is list box.

    NOTE: The List Value is the column that contains the value used within a list box.

  15. Select a list display from the List Display list box if the column type is list box.

    NOTE: The List Display contains the display value used in a list box to the user.

  16. Click Save.