Concepts

Tasks

Creating a Table Configuration

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:

•	Open and name the configuration

•	Select the columns to appear in the table

You can also:

•	Create filters to refine the display of the data

•	Create sorts to determine the sequence of the data

•	Format the configuration to display data in different ways

•	Edit general column properties

•	Group and aggregate data

•	Export table information to Microsoft Excel®

•	Share your configurations with other users and user groups

The following sections explain these steps in detail.

To Open and Name a New Table Configuration

1.	Display the table to which you want to add a new configuration.

2.	Click Configuration and then New. The New Configuration dialog appears, displaying the class displayed in the current table. For example:

3.	Do one of the following:

•	To display information for the current class, ensure that the name is unique to the table and click OK.

•	To display objects from a different class in the new configuration, click Change. The Change Configuration Class dialog appears:

Click to open the Select Join Path dialog. The path starts with the Site class.

Navigate to the class, select it, and click OK.

Click OK to close the Change Configuration Class dialog. Then click OK in the New Configuration dialog.

Note: To use join paths, you will need to understand how the object model works. For information, see Exploring the Object Model Through the User Interface.

The Configuration dialog appears. For example:

4.	In the Browse list click Browse available columns to choose the columns you want to include in the configuration. The Browse Available Columns dialog appears. For example:

5.	Select the attributes you want to include in the table configuration.

6.	To add attributes from other classes:

•	Click . The Select Join Path dialog appears.

•	Navigate to the class you want to use and select it.

•	Click OK. If you have already selected attributes from the main class, the following message appears: “You’ve made changes to the list of attributes. Would you like to maintain these changes?” Click Yes. The attributes in the join-path class now appear in the list.

•	Select the attributes you want to include.

7.	Click OK. The attributes now appear in the list of columns. If necessary, you can change the order of the columns, change properties like column width, create data groups and count columns, and aggregate data. For more information, see Defining Column Properties.

8.	Select the Filtering tab to create filtering criteria. For more information on creating filters and filter groups, see Creating Filters for Table Configurations.

9.	Select the Sorting tab to set up sorting for columns in the table configuration. For more information, see Entering Sorting Criteria for Table Configurations.

10.	To change the sorting sequence, see Changing the Sort Sequence in Table Configurations.

11.

Select the Appearance tab to define how the table configuration looks and how you can manipulate data in it. For more information, see Defining View as Table Appearance Properties, Defining View as Form Appearance Properties, Defining View as Chart Appearance Properties, and Defining View as Map Appearance Properties.

12.	If you are logged on to APM as an administrator, you can select the Buttons tab to add custom buttons to the configuration. For more information, see Adding Custom Buttons to Table Configurations.

13.	Select the Sharing tab to set sharing options for the configuration. For more information, see Sharing a Table Configuration.

14.	If you are logged on to APM as an administrator, you can select the Options tab to set auto-refresh options. For more information, see Setting Options for Table Configurations.

15.	If you are logged on to APM as an administrator, you can select the Options tab, SQL tab to add database hints. For more information, see Adding Hints to a Table Configuration.

16.	If you are logged on to APM as an administrator, you can select the Options tab, EXPLink tab to generate EXPLink generic slice code. For more information, contact APM Support.

17.	Select the Description tab to add notes related to the configuration.

18.	If you are logged on as an administrator, you can select the Usage tab to see users who have personalized the configuration and users who have subscribed to it.

19.

Click OK to save the new table configuration and close the Configuration dialog. The new configuration appears in your list of configurations. If you are running APM as an administrator, a confirmation message appears asking if you wish to make the configuration available automatically to users who have personalized their configurations list. Click Yes. The new configuration appears in the configuration list for all APM users.