Customize Columns

To customize the columns properties, use the following options available from the column header context menu (accessible by clicking the arrow in the header or right-clicking anywhere in the header).

The options are:

• Sort Ascending/Descending – An alternative way of sorting, next to clicking the column header which also changes the sort order. A blue color shows by which column you are sorting. An arrow in the header signals if the data is sorted ascending or descending. 
   If there are NULL values in your data, these fields are always put first when sorting (both ascending and descending). This is a standard behavior of the database.
  
• Configure Sort – Allows you to define multiple sorting levels and their sort order. 
  A number in the header signals the order of the sorting criteria (e.g. product SKU = 1 and attribute A = 2 signals that the data is first sorted by product SKU and next by attribute A).
  
• Auto Fit All Columns – Changes the width of all columns according to their content (as opposed to doing this manually by dragging the column width).

• Auto Fit – Changes the width of a given column according to its content.

• Columns / Columns (pop-up) – Allows you select which columns are displayed and which are hidden. In the pop-up window, you have an additional option to select/deselect all columns. 
• Hide this column – Hides a given column. This is an faster alternative to hide an individual column compared to the 'Columns' option above. 
• Column Reorder (pop-up) – Allows you to change the order of visible columns by drag & drop. If moving a single column, make sure it is selected using the check-box. If you wish to move several columns in one go, select them using the check-boxes and drag them to a new position (any gaps in the selection are not kept after the drop).
• Filter using – Allows you to filter the contents of the column. First you select the operator, then you can define the condition in the field above the column header. 
• Group by – Allows you to select a column value by which the rows are grouped. Grouping can only be done on one attribute. To remove the grouping, select Ungroup from the menu.
  • Expand / Collapse All Nodes – If the rows are grouped by a certain column, there are two more options in the header context menu which allow you to expand or collapse all of the nodes by a single click.
• Freeze – When selected, the given column moves to the first position and remains visible even if you scroll horizontally to the right. 
• Edit formula / Remove formula – Allows you to edit or delete the formula used for calculating the column values. For more details see Manage and Edit Price List.
• Add formula column –  Adds a new column where you can enter a formula to calculate the column values using other columns' values. For more details see Manage and Edit Price List.
• Preferences Manager – Allows you to save your layout. 
• Clear Filter – Clears the filter applied to the given column.
• Set 'is one of' Filter / Set 'is not one of' Filter – Allows you to set a filter condition with a list of possible values and their separator.
• Add columns to 'Rename... / Restrict Values list – Values of a selected column can be used in another table (e.g. Product, Customer, other Company Parameter) to provide options for users to choose from. So instead of typing a word, users will have a drop-down with the predefined options. For details on using this list when you set up restricted values by data source, see Rename and Customize a Column.
• Rename and Customize Column – Opens a pop-up window where you can:
  • Enter a new name for the attribute/column. You will use this name when referring to this attribute in a calculation logic. It must not contain spaces and it must not start with "attribute". The column name has to be unique. If you give the column an already existing name, the change will not be saved.
     Changing attribute names can have an impact on the calculation logic. Make sure that these are changed accordingly.
  • Enter a label. The label will be displayed in the table as the column name. Add a translation for the column's label by clicking the  icon. The translated label will be displayed in the corresponding language version of the user interface. In the Locale column of the editor, use the language code that you see in the locale URL parameter, e.g., 'de' for German.
    
    
  • Click "New Color"  to set a color for the column. To remove the color, click the icon  to display the color picker and then close this popup by clicking the "X" at top right corner. 
    
  • Specify "Extra Styling" in form of CSS declarations (e.g. color: red; font-weight: bold)
  • Change the column description. 
  • Make the column required. 

  • Select the format of the column. 
    In case of the type "Real" the formatting can be selected (e.g. currency (EUR) = 123,89 €).
     This is only a format and does not convert the value into a different currency.

  • Change the type of the column. 
    The type value 'Entity Reference' allows you to create a link to another object. The object type is specified in the Entity Reference Type where you can select from: Product, Customer, Quote, Rebate Agreement, Agreement/Promotion and Data Change Request. The link usage is supported at the following pages: Customer Extensions, Customers, Price List items, Price Grid items, Price Records, Product Extensions, Products, Simulation items, Rebate Records, Company Parameters values. 

  • Choose "Restrict Values" where you have the following options:
    • by List – You can manually enter the values e.g. 1, 3, 10.
    • by Filter – You can build a filter to restrict the data, e.g. greater than 1 and less than 10.
    • by Data Source – You can reference other tables in the system, e.g. a Company Parameters table with values of 1, 5, 10, 10. You do not pick the other table directly here, instead you pick from one of the existing "Restrict Value" lists, created using 'Add columns to "Rename ... / Restrict Values list' (see above).
       When using this option 'Restrict values by Data Source', it is possible to configure how many items are displayed by default in a drop-down menu of such column. It can be handy when you use quick filtering in the drop-down menu and the number of returned results is larger than the number of items displayed by default. This size can be set in Advanced Configuration Options by using 'datasourceOptionsFetchLimit'. The default value is 1000 items.
       See also How to Restrict Company Parameter Values Based on Another Company Parameter Column Values.
    After changing the attribute, log off and log on before adding data.
• Reset Column Name and Type – Reverts changes made to the column name and type.
• Clear Column Data – Deletes all data in the column for all records, not only for the currently selected records.

• Customize Attribute Extensions – Available for Quotes, Agreements/Promotions, Rebate Agreements, Price Records and Company Parameters. Allows you to add an unlimited number (in theory) of columns of any type and this way scale the project size over the time. This is done through DB native JSON columns support. Note that on Oracle DB, mass edit is supported for versions 12.2 and higher. 
   Attribute Extensions are much slower and less efficient than native columns e.g. when filtering. Use them sparingly and cautiously!
  Writes to the field in header logic are supported through the header-level processor and its updateField method. Note that there is a triple underscore delimiter before the field name.

  quoteProcessor.updateField("ROOT", "attributeExtension___myJsonFieldName", 12345)

  See also Add JSON Type Company Parameter.