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Favourite Column Selection (Workbench)

Column Selection (Workbench)

When using the various workbenches ([Companies], [Contacts], [Candidates], [Vacancies], etc.) the system displays
the search results in a grid with various columns of information. By default only certain columns are displayed,
but the order of these columns and the columns themselves can be changed.

At the top right of the workbench is a "Favourite Column Selection" icon (or on older systems)

Once you have created a Favourite View, it is possible to use this to amend the columns which are displayed
when that favourite is selected.

 

How it Works

Pressing the Favourite column Selection brings up a screen as below.

Within this screen you can use 'Col' to specify where you wish that piece of information to appear.
e.g. in the example above Age would appear in column 4, and OTE in column 7 of the workbench grid.
Setting a piece of information to 'Col' =0 will hide the information and it will not be displayed on the grid.

The Size Mode can be used to decide how the field will be displayed.
Longest - will make the column as wide as the longest piece of information displayed.
Use Width - will make the column a specific width no matter what information is displayed, and may truncate information.
Stretch - Once all fields of the other types (longest/Use width) have been displayed any remaining width on-screen
will be split equally between all columns set to "Stretch". This ensures that the display is always the full width of
the screen. (We recommend at least one field is always set to 'Stretch')

 

Adding a New Column (field)

On newer systems (Ver 1.00.16.356 or later) it is possible to add additional columns to the choices available.
Press the [Add] button to see the tables and fields which are possible to display.

Select the table, then select the column you wish to display.
The new column will be added to the bottom of the list of available fields, and then you can use 'Col' to decide
in which position you would like to see the information.

When adding new columns there are a few extra controls which can be used.

Code No - indicates which code table this information comes from.
Lookup - If info comes from a code table do you want to display the code or lookup the description and show that.
Image - if the field is numeric, how many digits should be displayed (e.g. 10 digits)
Align - should the information be left, right or centre aligned within the column.
Action - for certain fields (email addresses, tel numbers, etc) what should happen when a user clicks on the field.

If a field has been added to the grid and is no longer required it can be removed as a choice by clicking the
bin icon at the right hand end of the row.

Clicking the [Restore] button will reset the choices to the default settings.

If you have setup a particularly wide grid of columns and information it can be useful to "Freeze Panes".
At the top left of the Column Selection Screen you can specify from which column the Freeze will occur.
The facility works in a similar way to Freeze Panes in Ms Excel.

 

 

 

 

 

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  1. Graeme Orchard

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