Creating column sets

A column set is a group of columns. While persistent columns always display, only one column set displays at a time. If there are multiple column sets, then end users select the displayed column set from a list.

Column sets are optional. You can configure a table with only persistent columns.

For a record list table, a column set may be either:
  • An attribute group from the original view. For this type of column set, you cannot change the column set name, and you cannot add or remove columns from the set.
  • A manually created column set. For this type of column set, you name the set and select the attributes that are in the set.

For the default column configuration, the columns sets consist of the attribute groups configured to be used by default for record details.

On the Column Selection tab of the edit view, the column sets are displayed in the Interchangeable Column Sets list. If you are not using the default column configuration, then the list always contains an empty set, used to add a new set to the list.

You can expand and collapse each column set to show or hide the list of columns.


Interchangeable Column Sets list with manually created column sets

The order of the column sets in the list determines the display order in the end user list. The column set at the top of the list is selected by default on the end user view.

To create and configure column sets:

  1. To create a new column set from an attribute group, drag the group from the Attribute Groups tab to the Interchangeable Column Sets list.

    The column set uses the attribute group name. You cannot change the name of a column set created from an attribute group.

    The column set uses the attributes and attribute display order configured for the attribute group. For column sets created from an attribute group, you cannot add or remove columns, and you cannot change the display order of the columns.

  2. To create and configure manual column sets:
    1. To create a new manual column set, drag an attribute from the Attributes tab into the empty column set slot.

      A new empty set slot is added to the bottom of the list. The default name for a new manual column set is "New set" plus a number if needed to differentiate the name from other column sets.

    2. To edit the name of a manual column set, click its edit icon.
    3. To add an attribute to a manual column set, drag the attribute from the Attributes tab to the empty slot in the column set.

      When you add an attribute to a set, a new empty attribute slot is added.

    4. To control the display order of the columns in a manual column set, drag the attribute to the appropriate location in the list. You can also drag attributes to other manually created sets.
    5. To remove a column from a manual column set, click its delete icon.
  3. To determine the display order of the sets in the end user list, drag each set to the appropriate location in the list.
  4. To remove a column set, click its delete icon.