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About Table Configurations

A table configuration controls what information is listed in a table and how it is displayed. A table configuration is a combination of columns, filtering criteria, sorting criteria, and format choices that display specific data, such as all RCM2 analyses with a status of “New”.
Every table in the system includes one or more table configurations. Each configuration can display different data. You can define table configurations to show the data you want to see.
You can create table configurations to display a broad group of items, such as all open work orders, or a very narrow group of items, such as all new work requests created yesterday that list you as the planner.
The type of table configuration that you create depends on your user privilege. If you are running APM with the end-user privilege, you will create a Personal configuration. If you are running APM with the administrator privilege, you will create a Customer configuration. The steps to create a table configuration are the same for all types of configurations.
You can create a table configuration from scratch, as described here, or create it by copying an existing configuration and making changes. For more information, see Copying Table Configurations.
Creating a table configuration involves a minimum of two steps:
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Open and name the configuration
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Select the columns to appear in the table
You can also:
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Create filters to refine the display of the data
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Create sorts to determine the sequence of the data
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Format the configuration to display data in different ways
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Edit general column properties
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Group and aggregate data
If you are creating personal configurations, you can perform the following actions:
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Creating a Table Configuration
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Copying Table Configurations
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Sharing a Table Configuration
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Editing Column Properties in Table Configurations
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Creating Data Groups in Table Configurations
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Including or Excluding Columns in Quick Searches
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Creating Count Columns for Table Configurations
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Viewing Filters for Table Configurations
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Creating Filters for Table Configurations
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Applying Run-time Settings to a Filter Criterion
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Creating Filter Groups for Table Configurations
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Adding Conditions to Table Configurations
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Deleting Conditions or Groups for Table Configurations
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Entering Sorting Criteria for Table Configurations
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Changing the Sort Sequence in Table Configurations
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Defining View as Table Appearance Properties
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Defining View as Form Appearance Properties
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Defining View as Chart Appearance Properties
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Defining View as Map Appearance Properties
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Exporting Table Configurations to Excel
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Setting Options for Table Configurations
If you are creating Customer configurations (logged on as an APM administrator), you can perform the actions listed above, plus the following actions:
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Adding Custom Buttons to Table Configurations
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Adding Hints to a Table Configuration