Column sets on a browse screen allow you to display different columns of data in the browse, workbench or inquiry screen. These may be pre-defined sets of columns that your system administrator has set up, or you may be able to choose which columns you want to show.
Figure 1: Column Sets
1. It is not always possible to use Column Sets; some requirements are:
Column sets are not available on every browse screen, only on those that have been set up to allow them. If column sets are available, a Column Set selector on the browse menu (at the top left of the browse screen) allows you to choose which column set to display.
Permission must first be given to a user to create column sets.
2. The Column Sets menu item will be available on the Browse Menu. Move the mouse pointer over the button to view the drop down menu. Click Column Sets.
Figure 2: Column Sets Location
3. There are two types of Column Sets - Global and User. If the permission is not granted to create global column sets, only the "User" list is available.
To create a column set for yourself only, set the Type selector at the bottom of the screen to User, and click the filter icon
To create a column set that other users can see, set the Type selector to Global, and click filter icon
4. Hit the Add button to begin to edit the new column sets.
Figure 3: Add a Global or User Column Set
5. Enter in the column set code (Column Set Field) as well as Description field for your column set.
6. Note that putting a number greater than zero into “frozen” columns will freeze those columns (similar to how “freeze panes” works in Excel) and will also allow you to resize columns.
7. Choose the columns to display. There is a standard set of columns that is selected by default (on the right-hand side), there is the ability to edit this list by removing columns to the left hand, Available side and adding columns to the right hand Selected side.
8. COINS will display the columns in the order in which they are shown in the Selected list. Use the MOVE UP and MOVE DOWN buttons to change the order.
9. If the Frozen Columns field is updatable, this allows you to choose how many columns stay on the left of the screen while the other columns scroll left and right. For example, if you enter 2, the first two columns in the Selected list will always show, at the left of the browse screen.
10. To create the Column Set, click SAVE.
Figure 4: Editing Column Sets
11. To display the browse with the column set you have created click on the right arrow next to the column set name.
Figure 5: Edit Column Sets Screen
12. If you have specified frozen columns, the column widths are resizable. Move the mouse pointer over the border between the columns; the border shows as a solid line and the pointer changes to a ↔ symbol. Click and drag to resize the columns. If you go to browse options and click on the save button the column set width will be saved for next time.
Figure 6: View Column Sets