Column Management
Throughout Matrix, users will have access to customize the information displayed in various tables. The following documentation instructs users on using the Columns and Rename options available on most table toolbars found within Matrix.
Column Management
Selecting the Columns option from the toolbar will display the Select Columns dialog box. The following steps will instruct users on how to manage what information will display.
Perform the following steps to update the available columns.
- Select the minus symbol to remove an existing column from the table.
- Users can also select the Remove All option to remove all of the selected columns from the table.
- Select the plus symbol to add an available column to the table.
- Users can also select the Add All option to add all available columns to the table.
- Use the text field to search for available columns.
- Drag and drop added columns to update their order.
- The order columns are listed in from top to bottom is the order they will be listed in from left to right in the table.
- Select Save to apply any changes to the table.
- If applicable, select Save Profile or Save from the available toolbar options to preserve changes made to the table.
Each column within the table is equipped with a search bar that allows users to filter displayed maintenance entries as desired.
Rename Columns
Selecting the Rename option from the toolbar will display the Rename Columns dialog box. The following steps will instruct users on how to manage how the column information is referenced within the table.
Perform the following steps to rename columns.
- Select the column that should be updated from the Change drop-down.
- Input the new name the column should be updated to into the To field.
- Select Save.
- Repeat the above steps for all additional columns as necessary.
- Select OK to close the Rename Columns dialog box.
- If applicable, select Save Profile or Save from the available toolbar options to preserve changes made to the table.