Use the fields and options on this dialog box in Screen Designer in the browser application to add, delete, or change columns for user-defined grid or modify a standard
DPS grid.
Contents
Grid Columns Section
For standard
DPS grids, you can change only column captions (headings) and the hidden, locked, and required properties for each column. You cannot add or delete columns or change the default value or display width for a column.
In this section:
- Add the columns for a user-defined grid. Each row that you enter in this section stores the information for a column in the grid. The columns that you enter (rows from top to bottom in this section) are displayed in the grid from left to right in the hub.
- For a standard
DPS grid, change a column's caption (heading).
| Field | Description |
|---|
| + Add Column
|
Click this option to add a column to a user-defined grid. In the blank row for the column, enter information for the column. This option does not display on the dialog box for standard
DPS grids.
|
|
After you add columns in the Grid Columns section, to change the order of the columns in the grid, hover over a row that you want to move, click the
 drag handle icon at the beginning of a row, and then drag the row up or down and drop it into the desired location.
The grid columns that you enter as rows from top to bottom in the Grid Columns section are displayed in the grid from left to right in the hub.
|
| Column Caption
|
Enter or change the name (heading) for the column, which users see in the grid. You must use a unique name for each column in the grid.
|
| Database Column Name
|
This field displays for user-defined grids. It prefills with the database name for the grid column. The name is used internally by the
DPS database. The name does not display on the tab.
The name is generated by combining "Cust" with the column name that you entered in the
Column Caption field. Spaces between words are removed. For example, if you entered
Final Approved in the
Column Caption field, the
Database Column Name field prefills with
CustFinalApproved.
In the
Database Column Name field, you can override and change the grid column caption portion of the prefilled database table name, but you cannot change the Cust prefix portion of the name. The database column name must be unique.
|
| Column Name
|
This field displays the database name for a column in a standard
DPS grid. You cannot change the name.
|
| Type
|
This field applies only for user-defined grids. Select the type for the grid column. The type determines the type of information that users must enter in the column (field) in the hub. Some of the types allow users to enter a record from another hub in the grid field, such as an
employee or
contact record. For these types, users can select an entry for the field from a lookup list for a hub record. After you save the grid settings, you cannot change a column's type.
The grid column types that are allowed for a hub can vary. All possible types are:
- Account: Users must enter a general ledger
account from the chart of
accounts in the field.
- Boilerplate: Users must enter a boilerplate from the
Boilerplates hub in the field.
- Character: Users must enter an alphanumeric value in the field.
- Checkbox: The field has a check box that users can select or clear.
- Contact: Users must enter a
contact from the
Contacts hub in the field.
- Currency: This type displays only if you use multiple currencies in
DPS. Users must enter a monetary amount in the field. When you add a currency column, you must also select the currency type in the
Currency Type field in the Column Properties section of the dialog box.
- Date: Users must enter a date in the field.
- Date/Time: Users must enter a date and time in the field.
- Dropdown: You create a list of items that users select from in a drop-down list in the field.
- Employee: Users must enter an
employee from the
Employees hub in the field.
- Equipment: Users must select an equipment item from the Equipment hub in the field.
- Firm: Users must select a
firm from the
Firms hub in the field.
- Marketing Campaign: Users must select a
marketing campaign from the
Marketing Campaigns hub in the field.
- Memo: The field is a memo box in which users can enter a larger amount of text than they can in a standard field.
- Numeric: Users must enter a number in the field.
- Opportunity: User must enter an
opportunity from the
Opportunities hub in the field.
- Organization: Users must enter an
organization that is set up for your enterprise in the field.
- Phone: Users must enter a telephone number in the field.
- Project: Users must enter a
project from the
Projects hub in the field.
Phases and
tasks are not available to select in
project type fields.
- URL: Users must enter a URL web address in the field. When you click on a URL that is entered in the field, the web page opens in a new window.
- <User Defined Hub>: Any user-defined hub that you added to
DPS displays in the list. When you select a user-defined hub, users must enter a record from that user-defined hub in the field.
|
| Sort By
|
This check box applies only for user-defined grids. Select this check box for the one column by which to automatically sort the data-filled rows in the grid. For example, if you add columns A, B, and C to a grid and you select the
Sort By check box for column A, the numerous rows that users add to the grid will be ordered in the grid (from top to bottom) based on the entry made in column A for each row. If the sort-by column is a character type column, the rows in the grid are sorted in alphanumeric order; if the sort-by column is a numeric type column, the rows in the grid are sorted in numeric order; and so on.
|
|
This icon applies only for user-defined grids. To delete a column from the grid, hover over the row for the column and click
X at the end of the row. Any data that is entered in the column for hub records is permanently deleted from
DPS.
|
Column Properties Section
After you add a column to the grid in the Grid Columns section, enter additional properties for the column in this section. The Column Properties section displays the properties for the column that you select in the Grid Columns section.
For standard
DPS grids, the only properties that you can change for columns are
Hidden,
Locked, and
Required.
| Field | Description |
|---|
| Currency Type
|
This field displays if you use multiple currencies in
DPS and a column's type is
Currency. Select one of the following currency types in this field:
- Record: This currency type is available for all hubs except the
Projects and Activities hubs. When you select
Record, a
User Defined Currency Code field is added to the Overview tab for the hub. Users must enter the currency amount in the grid column in the currency that is entered for the hub record in the
User Defined Currency Code field on the Overview tab.
- Specific: Users must enter the currency amount using the currency that you specify in the
Currency field below the
Currency Type field.
|
| Currency
|
This field displays if you use multiple currencies in
DPS and you select
Specific in the
Currency Type field. Select the currency that users must enter for the currency type field. The list of possible currencies is based on the currencies that you set up in
in the desktop application.
|
| Default Value
|
Enter the default value to prefill in this field when users enter a row in the grid for the hub.
|
| Decimal Places
|
If you selected
Numeric in the
Data Type field, use the
Decimal Places field to specify the number of decimal places to display for numbers.
|
| Min Value
|
This field applies for numeric and currency type fields. To require that values entered in the field are equal to or greater than a minimum value, enter the minimum value in this field.
|
| Max Value
|
This field applies for numeric and currency type fields. To require that values entered in the field are less than or equal to a maximum value, enter the maximum value in this field.
|
| Include in Report Total
|
This check box displays only for numeric and currency type columns.
Select this check box to include totals for this column in the following places:
- In the total rows of reports that include the column in the report.
- At the bottom of the user-defined grid in the hub.
|
| Mapped Opportunity Field
|
This field displays only when you add a grid column in the
Projects hub. Select a user-defined field from the
Opportunities hub to map to the field that you are adding to the
Projects
hub. This allows the field in the
Projects hub to be populated automatically when a
project
is created from an
opportunity .
|
| Display Width
|
Enter the width, in pixels, for the column as it will display in the grid on the tab.
|
| Hidden
|
To hide a grid column from certain users based on their security role or from all users, select one role, multiple roles, or
[All Roles] in this field. You may want to hide a column from all roles in a standard
DPS when the column is not useful for anyone in your company or enterprise.
|
| Locked
|
To allow certain users to see but not make entries in a grid column based on their security role, select one role, multiple roles, or
[All Roles] in this field.
|
| Required
|
Select a security role type in the drop-down list to require that a user with a certain type of security role must make an entry in the grid column for a record. A user's security role type is entered on the General tab in
in the desktop application.
The security role types in the
Required field are:
|
| Required Level
|
This field is enabled only for the
Projects hub if you selected a security role type in the
Required field.
Select one of the following items in this field to determine at which work breakdown structure level an entry in this column is required.
- All Levels
- Project
- Lowest
|
Fields and Buttons
| Field | Description |
|---|
| Desktop Application Tab
|
This field displays only for user-defined grids that you add to the
Employees or
Projects hub. These hubs are in both the browser- and desktop-based applications. Some tabs for these hubs reside in both the browser and desktop applications and some tabs for these hubs reside in the browser or desktop application but not both.
In the
Desktop Application Tab field, select the hub's tab in the desktop application on which you want add the user-defined grid, in addition to adding the new grid to the hub's tab in the browser application.
|
| Save
|
Click this button to save the entries on the dialog box.
|
| Cancel
|
Click this button to discard any entries or changes that you made on the dialog box and return to the Screen Designer form.
|
