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Column Sets

Using pre-defined or custom made column sets to display different data on the screen

Column sets on a browse screen allow you to display different columns of data in the browse. 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.

📌Note: Column sets are not available on every browse screen, only on those that have been set up to allow them.

This feature will be added to existing screens, where appropriate, in future releases.

If column sets are available, a circle containing the letter "i" appears on the browse menu button (at the top left of the browse screen). When you move the mouse pointer over the button, a tooltip shows the number of column sets and the name of the current column set.

A Column Set selector on the browse menu allows you to choose which column set to display.

Coins ERP+ displays the new set of columns immediately, and remembers which column set you chose so next time you use the same screen, the same columns will show.

To define your own column sets

If you have permission, you can create your own column sets. The Column Sets menu item will be available on the browse menu.

  1. Click the button

  2. Click Column Sets

    The Column Sets screen opens in a separate frame

    Column Sets Browse

  3. If you have permission to create global column sets:

    To create a column set for yourself only, set the Type selector at the bottom of the screen to User, and click Filter ().

    To create a column set that other users can see, set the Type selector to Global, and click Filter ().

  4. Add a line for the new column set.

    Add Column Set Screen

  5. You can select which companies the column set is available in. An empty list means the column set is available in all companies.

  6. Choose the columns you want to display. There is a standard set of columns that is selected by default (on the right-hand side), but you can remove columns from the list and add others from the list on the left.

  7. Coins ERP+ displays the columns in the order in which they are shown in the Selected list. Use the and buttons to change the order.

  8. If the Frozen Columns field is updateable, 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.

  9. Click Save ()

  10. To return to the browse screen that you have set up the column set for:

    • To display the browse with a new column set applied (as shown in the example screenshot below): on the column set line click the link.

    Supplier Maintenance Browse with Column Set Applied

    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.

    • To display the browse without changing the currently-selected columns, click the link next to the function in the header.

    • To display the browse with the standard columns, click the Standard Columns link in the header.

📌Note: You can create a default column set, which will be used by default if no other column set is specified, instead of the standard columns that would otherwise be used. This normally takes effect when a user first visits a page. Begin the Column Set code with DEFAULT.

You can set up different default column sets for different companies. For example:

In this example, DEFAULT10 is used as the default in company 10, and DEFAULT is used as the default in all other companies. DEFAULT is used as the default if no other DEFAULT* code matches.

Column Sets - Configuration

Column sets are only available on those screens that have been configured by The Access Group to use them, and only the columns defined by The Access Group are available.

Use the SY/COLSETS parameter to control whether users are able to use column sets. If you want to allow some users to use column sets but not others, set the Column Sets field in Users to override the COLSETS setting for those users.

You can control what access users or groups have to individual columns on column sets using Column Set Fields Access Maintenance.

You can create global column sets if you have access to function %WSY2780UUCS1.

To make one of your user column sets available to all users, in Column Set Maintenance select the column set line, select Global from the action list and click Apply Action ().

Parameters

SY/COLSETS

Use column sets (default)

Whether users should be allowed to set up and use column sets (Y or N).

Column sets are alternative groups of columns to display on browse screens. They are not available on all screens, but if they are available and the user is allowed to use column sets, a Column Sets option on the browse menu gives access to the column sets configuration function and allows the user to choose which column set to display.

You can override the value of SY/COLSETS for individual users on the Preferences tab of User Workbench.

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