View Column Properties

The following explains how to open the column properties for each configurable manager.

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

To view the column properties:

  1. Go to the project/shell tab and switch to User mode.
  2. In the left Navigator, expand the Configurable Modules node.
  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 side).
  4. Double-click the sheet to open the sheet log that displays the columns.
  5. In a column, click a cell that has a link. The screen will divide in half and the lower portion of the screen displays the following tabs which provide details about the cell:
    • General
    • Audit Log
    • Transactions
    • Cell Details

Click and drag the three dots on the boarder of the two screens to resize the windows, or click once to open and close the right pane.

Configurable Modules: Generic Cost Manager

For Generic Cost Manager (CM0 or CM zero), see Generic Cost Manager.

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

To view the column properties:

  1. Go to your <name> Code and Records-based configurable manager]-Sheets. The log displays a list of sheets.
  2. In a column, click a cell that has a link. A new window opens and the screen will divide in half. The properties pane (right side of the window) contains the following tabs which provide details on each cell:
    • Comments
    • Linked Records
    • Linked Mail
    • Audit Log

Click the Maximize icon to expand the properties pane. To minimize, click the icon again.

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

To view the column properties:

  1. Go to your <name> Manager [Code-based configurable manager]-Class. The log displays a list of sheets and the corresponding properties (on the right side).
  2. Double-click the sheet to open the sheet log that displays the columns.
  3. In a column, click a cell that has a link. The screen will divide in half and the lower portion of the screen displays the following tabs which provide details about the cell:
    • General
    • Audit Log
    • Transactions
    • Cell Details

Click and drag the three dots on the boarder of the two screens to resize the windows, or click once to open and close the right pane.


Last Published Tuesday, December 17, 2024