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Did you know that you can change the columns that appear in many of the grids displayed by windows opened from the menus of records? For example, open the “Work” window of one of your assets (“View” menu > Work). This window contains a grid listing all of the asset’s work records. You can change which columns appear in this grid, the sequence of the columns, and the sort order of the listed work records.

 

Step One: Select the Grid You Wish to Change

Grids that are able to be changed are listed in “Form Setup” underneath the record type that owns them. System Configuration has two areas for Form Setup:

1) Site-Scope Form Setup controls the following record types that offer grids:

  • Purchase Receipts
  • Vendors
  • Purchase Request
  • Purchase Order
  • Personnel
  • Inventory
  • Request

2) Dataset Group-Scope Form Setup controls the following record types that offer grids:

  • Log Book
  • Manufacturing
  • Work
  • Events
  • Assets

After selecting “Grids” under the record type of your interest, you may see a “Record Type” picklist at the top of the right pane. Be sure to select the specific record type with the grids you wish to access. For example, after highlighting “Assets” you may wish to specify “System” assets.

Many grids have the same name, making it is easy to accidentally configure the right grid for the wrong record type. This is why it is important to make an accurate selection of the Record Type.

Step Two: Make Adjustments

After selecting and opening the desired grid for the correct record type, you can modify the choice and sequence of columns, as well as the list’s sorting order. These changes will be visible to all users.

Use the Grid Column Window’s toolbar to:

 Insert Columns

 Remove a highlighted column

 Move a highlighted column up

 Move a highlighted column down

 Sort the list by the highlighted column (clicks alternate ascending and descending)

When you are done, SAVE your changes and leave the Grid Columns Window open. This will be convenient if you wish to make further changes after seeing the result.

Step Three: Review your Changes

View the results of your changes by opening a record of the same type that you modified, opening the appropriate menu, and selecting the menu item that displays the grid. If no further changes are needed, remember to close the Grid Columns Window.

For further information, consult your Blue Mountain RAM Administrator Manual. If necessary, please contact our friendly Support Technicians at techsupport@coolblue.com with questions. Also, please enjoy calling and speaking with your Regional Sales Manager (RSM) at 800-982-2388 if you are interested in Blue Mountain RAM training or services.