...
Tab | Field | Description |
|---|---|---|
Column tab | - | Sets column specific settings. |
Header Text | Sets the header column name. If the column is to be Person, it should be labeled like Person or Employee | |
Column Align | Allows the column to be left justified, center aligned, or right justified. As learnt from the majority of our clients, and our product team, typically text columns like Matter/Client/Person etc will be left justified. | |
Sortable | If yes is selected this column can be sorted. If not, the column will be static. Use the Sort field next. | |
Sort Field | If Sortable is set to Yes, you can use the dropdown to pick the column sort field. | |
Formatting | Sets the column formatting. Samples are Text, Date, Date and Time, Number, Decimal, Currency. | |
Footer Value Aggregator | Sets how to calculate that total. Count, Average or a percentage are available options. | |
Footer Text | If set to yes, it allows a textual description of the column total to be added on the bottom. An example would be the Count of Audit Entries. | |
Text Template | Allows to set the template of how the total text appears. Like Total{0} pulls the Total of kpi 0 next to Total. | |
First Line/Second Line/Third Line | Configures the lines of the table as headers or as other types. | |
Collapsible Line | Allows to collapse the line or not. | |
Button Position | Sets where to put a button in the line (if applicable) | |
Hyperlink tab | - | Sets hyperlinking of the column to a specific place. |
Link To | Sets the type of link to be an external URL, or a dashboard. | |
Dashboard | If dashboard is selected, select the dashboard. It would be treated as a drill through type. | |
URL Parameters | For both types of links, this allows the system to generate URL parameters based on data pulled. For example if the table was for a client, you can select the field ClientId and have it pull the clientid dynamically. | |
URL | If External URL is selected, enter the URL here. |
...