Add Columns or Rows to a Sheet

The following explains how to add columns or rows to a sheet, where applicable.

Configurable Modules: <name> Manager [Code-based configurable manager]

Note: You must have the "Create" permission in order to proceed with adding columns or rows.

To add columns to a code-based configurable manager sheet:

1. Go to your shell or project in User mode.
2. From the left Navigator, click Configurable Modules node to expand.
3. Click your code-based configurable manager (<name> Manager [Code-based configurable manager]). The log displays a list of sheets and the corresponding properties (on the right-hand side).
4. Double click on the sheet to open the sheet log window that displays the columns.
5. From the toolbar options, click Add Column (the icon with three vertical lines) to open the Add Column window.
6. Enter values in the fields that are displayed.
7. After you are finished, select one of the following options:
   1. Cancel: To cancel the changes and close the window.
   2. Save: To save your work for creating a new column.
   3. Save & Add New: To save your work and begin creating a new column.

To add rows to a code-based configurable manager sheet:

1. Go to your shell or project in User mode.
2. From the left Navigator, click Configurable Modules node to expand.
3. Click your code-based configurable manager (<name> Manager [Code-based configurable manager]). The log displays a list of sheets and the corresponding properties (on the right-hand side).
4. Double click on the sheet to open the sheet log window that displays the columns.
5. From the toolbar options, click Add Row (the icon with three horizontal lines) to open the Add Row window.
6. Enter values in the fields that are displayed.
7. After you are finished, select one of the following options:
   1. Cancel: To cancel the changes and close the window.
   2. Save: To save your work for creating a new row.
   3. Save & Add New: To save your work and begin creating a new row.

Configurable Modules: Generic Cost Manager

For details see Working with a Generic Cost Manager.

Configurable Modules: <name> Manager [Code- and record-based configurable manager]-Sheets

Note: You must have the "Create" permission in order to proceed with adding columns. You cannot add rows. The columns can capture data from business processes or manually entered data.

To add columns to a Code- and record-based configurable manager sheet:

1. Go to your shell or project in User mode.
2. From the left Navigator, click Configurable Modules node to expand.
3. Click your code- and record-based configurable manager (<name> Manager [Code- and record-based configurable manager]) to expand.
4. Click the Sheets sub-node ( <name> Manager [Code- and record-based configurable manager]-Sheets) to open the log. The log displays a list of sheets.
5. Double click on the sheet to open the sheet log window that displays the columns.
6. From the toolbar options, click Add Column (the icon with three vertical lines) to open the Add Column window.
7. Enter values in the fields that are displayed.
8. After you are finished, select one of the following options:
   1. Cancel: To cancel the changes and close the window.
   2. Save: To save your work for creating a new column.
   3. Save & Add New: To save your work and begin creating a new column.

Configurable Modules: <name> Manager [Code- and record-based configurable manager]-Class

You can create new <name> Manager [Code- and record-based configurable manager]-Class, only.

Fields

The following details some of the fields:

In this field:	Do this:
Name	The Name field is populated with the data source value selected.
Datasource	Select a data source. The data sources available are data elements that are defined in the detail form for a class in uDesigner. Also listed are data elements based on SYS Numeric Logical Datasource, SYS Date Logical Datasource, SYS Project Cost Datasource, SYS BP Currency Amount, SYS BP Decimal Amount, and SYS BP Integer Amount data definitions. Note: You can add data picker fields as columns, but you cannot invoke the data picker from the sheet.
Type
Data Format	Specify how the column data appears for numeric columns. The options are: Show as Percentage: Data entered in a column is displayed as a percentage. For example, if you enter 0.25, it displays as 25%. Decimal Places: Select the number of decimal places to display (0 to 8). Use 1000 Separator (,): If you select this option, the entered data is formatted with a separator for numbers with more than three digits. For example, 1,000 rather than 1000. Negative Number Format: Specify if negative values are displayed with a negative sign or in parentheses.
Display Mode	Select Hide to make the column invisible to users. Select Show to display it. You can show/hide any column on the sheet, including the code name column.
Summary Rows	Specify what the summary rows display. Blank: Summary row remains blank. Sum of All Rows: Summary row displays the sum total of all row values for this column. Use Formula Definition: Formula entered in the Formula field applies to the summary row.
Total	Specifies what displays in the bottom summary row for each column: Blank: Summary row remains blank. Sum of All Rows: Summary row displays the sum total of all row values for this column. Use Formula Definition: Formula entered in the Formula field applies to the summary row.
Column Position After	Determines the position of the column on the sheet.

You cannot copy a column.

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Last Published Monday, April 11, 2022