Hover above the column header and click the 3 Dot icon that appears. A drop-down menu with several options appears:

Sort

The content of all tables in the application can be sorted. There are two types of sorting available:

• Simple sorting – Sort the data in the table by the values in the selected column, either in the ascending or descending order. Click the column header or use the Sort Ascending / Sort Descending column menu options to change the order. The blue color of the arrow indicates by which column you are sorting and if the data is sorted ascending or descending. Sorting is applied also to folders.

• Multi-level sorting – Allows you to define multiple sorting levels and their order. The data is sorted by the values in the column selected at the first level. If there are multiple rows with the same value, then the sorting by the values in the column at the second level applies, etc.
  Hover above the column header and click the 3 Dot icon that appears. Select Configure Sort and make the settings in the dialog.
  
  

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  A number in the header indicates 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).
   You can use the keyboard shortcut Ctrl+Click (Windows) or Cmd+Click (Mac) to configure multi-level sorting.

 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.

Auto Fit

These options enable you to adjust the width of columns automatically.

• 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.

Rename and Customize

You can rename or customize table columns. Click the 3 Dot icon in the column heading and select the Rename and Customize Column option. Note that this option is available for attributes, not for system fields.

• Name – Enter a new name for the attribute/column. Changing attribute names can have an impact on the calculation logic. Make sure that these are changed accordingly.
  The column name has to be unique. If you give the column an already existing name, the change will not be saved.

• Label – You can add a translation for the column's label by clicking the Translation Editor 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.

• Description – Add or change the description of the column.

• Color – Set a color for the column.

• Extra Styling – Specify extra styling in the form of CSS declarations (e.g., color: red; font-weight: bold).

• Type – 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.

• Restrict Values – The following options are available:

  • 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 another table in the system and its field whose values will be selectable in the column's drop-down list. In addition to default system tables, you can add almost any other table to the list of data sources using the Add columns to "Rename ... / Restrict Values list menu option.
     See also How to restrict values in drop-down in Company Parameter key column based on another Company Parameter column.

• Required – If enabled, users will be required to enter a value in this column.

• Read Only – If enabled, users will not be able to edit values in this column.

• Do not display warnings for this section – If enabled, user warnings are not displayed when making changes in this dialog.

• Attribute extension (JSON column) – Identifies an attribute extension that is stored in the database as a JSON column.

• Integration Tag – Available for Manual Price Lists. This tag can be used in filters that work with element names. See Integration Tags for details.

Reset Column Name and Type

Reverts changes made to the column name and type to the default value.

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 the Rename and Customize option above.

Customize Attribute Extensions

This functionality is available for Quotes, Agreements/Promotions, Rebate Agreements, Compensation Plans, Custom Forms, Rebate Records (and their groups), Price Records, Actions, Company Parameters and Payout Records. It 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 api.updateField method. Note that there is a triple underscore delimiter before the field name.

Hide Column

Hides the column. This is a faster alternative to hiding an individual column in the Select Fields to Display dialog (see Add or Remove Columns).

Group

To be able to view the data in groups of your choice, you can group the data by the column value.

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Hover above the column header and click the 3 Dot icon that appears. Select Group by <ColumnName> from the drop-down list. For date and time value types, you can select the time period for grouping (week, month, quarter, etc.).

There will be a group for each value. The groups are expandable/collapsable. Grouping can be done on multiple levels: in the above screenshot, we group by Submitter on the first level and then by Status on the second level.

You can quickly change the grouping order or clear the grouping in the Group by row above the table header.

Freeze Column

If you want a column to be always visible when you horizontally scroll in a table, you can pin it to the left-hand edge of the table.

Hover above the column header and click the 3 Dot icon that appears. Select Freeze <ColumnName> from the drop-down list. The column will be moved to the first position from the left (or immediately behind an already frozen column) and will remain there when you scroll. If you have more frozen columns in the table, you can reorder them by drag & drop or by using the Select Fields to Display option in the Show Table Settings menu. Frozen columns are saved to view preferences.

Reorder Columns

If you want to change the order of table columns, you have two options:

• Drag & drop the column to its new place.

• Go to Show Table Settings > Select Fields to Display and reorder the columns in the dialog by drag & drop.