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Configuring Columns or Values

When the list of available fields, columns, or values for a list, table, view, scorecard, or other entity is relatively long, follow these common steps to configure the fields or values you want. Essentially, you move the items you want from the available side to the selected side.

For example, these steps apply when selecting projects or templates in the Open Projects dialog box, when configuring the fields to display as columns in a table, and when assigning individual users to a user interview view.

To configure fields, columns, or values:

  1. In the Available Items list, select one or more items. If arranged in a hierarchy, click "" to expand a group and view its items. Hold down the Ctrl key as you click to select individual items or press the Shift key to extend your selection to an entire block of items including the first and last items you clicked.
  2. Click "" or double-click each item to add them to the Selected Items list. This is the list of selected fields or values you want to appear in your customized list, table, view, scorecard, or other entity.
  3. To remove items, select them in the Selected Items list and click "" or double-click them. If you need them again, the items are available in the list of available items.
  4. In the Selected Items list, if applicable, adjust the order of appearance of your items:
    1. Click "" to advance the item up or to the left in a table.
    2. Click "" to advance the item down or to the right in a table.

      Note: You can also directly click and drag columns in tables to configure their order of appearance.

Related Topics

About Columns (Fields)

Showing or Hiding Columns in a Table

Common Screen Elements for Customizing Columns or Values


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