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Allowing Users to Change Columns in Reports

Use the Column Selector view to allow users to dynamically change which columns appear in a report. One column selector can be attached to each column in a specific report, and multiple columns (attributes) can be attached to each column selector.

To add or modify a Column Selector view

  1. In Siebel CRM On Demand Answers, create or modify the report with which you want to work, and then perform one of the following actions:
    • To add a new Column Selector view, navigate to the Create Layout page, click the Add View button, and select Advanced > Column Selector from the views drop-down list.
    • To edit an existing Column Selector view, navigate to the Create Layout page, find the view, and then click the Edit View button for the Column Selector view.

      The workspace shows the options and settings for the view.

  2. Select the Enable check box for each column in which you want a column selector to appear.
  3. Enter a Column Label for each selector and select a Label Position for the label.

    NOTE: If you do not enter a label, users viewing the results will not see a label on the selector.

  4. If you want results to be refreshed as soon as a user selects any new choice from a column selector, select the Automatically refresh when a new column is selected check box. If you clear this check box, users will see a Go button next to the column selectors, and must click Go to see the new results.
  5. Select the Display Results check box to preview the Column Selector view.
  6. Click OK to return to the Layout Views page. Use the following buttons to move around and position the Column Selector view (and other views, as required) on the page:
    • Move View Right button - select this button to move the Column Selector view across the page to the right.
    • Move View Up or Move View Down button - select this button to move the Column Selector view up or down the page.
    • Format View button - select this button to format the appearance of the Column Selector view. You can specify Cell, Border, Background, and Additional Formatting Options (Width, Height, Indent, Right Padding, Top Padding, Bottom Padding) here.
    • Edit View button - select this button to edit the Column Selector view.
    • Delete View button - select this button to delete the Column Selector view.
  7. When you are done, you can save the report with the Column Selector view.

Published May 2008