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Editing the Layout of Column Contents in Siebel Answers


Use the Column Format tab of the Column Properties dialog box to perform the following tasks:

  • Specify whether the column should appear in results.

    Columns are usually visible in results by default. However, you may want to include a column in your request that you do not want displayed in results, such as a column used in creating a filter.

  • Assign alternate table and column headings and apply custom formatting to them.
  • Control the display of duplicate data such as repeating column labels.

    The data in one column of a table may be repeated in relation to rows of data in other columns in the table. For example, if one column lists customer names and another column lists the regions those customers are in, the region data could be repeated for each customer row. You can choose to display duplicate data only once, or display it for every row. Displaying repeating or duplicated data only once can make a table somewhat easier to read, and can make distinctions in that data more apparent.

  • Specify the interaction that should occur when users work with the results, such as navigation to another request or dashboard.

Your selections apply only to the contents of the column for the request with which you are working.

To hide a column in results

  1. In Siebel Answers, click the Properties button for a column to open the Column Properties dialog box, and then click the Column Format tab.
  2. Click the Hide Column check box to add a check mark.

To create custom table and column headings

  1. In Siebel Answers, click the Properties button for a column to open the Column Properties dialog box, and then click the Column Format tab.
  2. In the Headings area, click the Custom Headings check box.

    This allows you to change the heading text or the heading formatting (or both the text and the formatting).

  3. To change the text of the table or column heading, type a new heading into the appropriate text box.

    The heading will be used in this request instead of the default heading.

    NOTE:  You can also specify navigation to another request or dashboard in the Interaction area.

  4. To change the format of the table or column heading, click the Edit Format button next to the text box.

    The Edit Format dialog box appears.

  5. Make your choices for font, cell, border, and advanced style formatting options.

    For more information, see Formatting Column Content In Siebel Answers.

To suppress duplicate data

  1. In Siebel Answers, click the Properties button for a column to open the Column Properties dialog box, and then click the Column Format tab.
  2. In the Value Suppression area, choose the appropriate option:
    • To display repeating data only once and suppress duplicate rows, click Suppress.
    • To display repeating data for every row, click Repeat.
    • To retain the default display characteristics, click Default.

To specify what happens when users click the column

  1. In Siebel Answers, click the Properties button for a column to open the Column Properties dialog box, and then click the Column Format tab.
  2. To specify what should happen when users click the column, click the appropriate option:
    • To restore the default interaction, click Default.
    • To allow drilldown functionality, click Drill.
    • To allow navigation to another saved request or dashboard, click the following option:

      Navigate to another request or dashboard

      Then, click the Browse button to open the Choose Request/Dashboard dialog box, navigate to the target request or dashboard, and click OK.

    • To disable drilling or navigation, click No Interaction.
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