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Defining View as Table Appearance Properties

You can set options to determine how the configuration looks when viewed as a table. Options include row and column settings, in-cell editing properties, and proportional scrolling.
You can also set hierarchy recursion options. For example, a list of indicators could offer users options to view only indicators for the current site, for the site and above, or for the site and below.
When a user double-clicks an object listed in the table, the object’s window opens showing the default view. You can specify an alternate view to display in the object window.
This topic describes how to define the appearance of a configuration when viewed in table format.

To Define View-as-Table Appearance Properties

1.
View the table configuration that you want to format.
2.
Click Configuration and then Open. The Configuration dialog appears, open to the Columns tab.
3.
Select the Appearance tab. For example:
4.
In the View As group, select the appropriate options:
Setting Name
Description
Default style
The format in which data is displayed when the system displays the table. If more than one display format is enabled, the user can switch views using the View As icons:
Show search bar
Select this option to turn on the quick search bar for this table configuration, or clear the option to turn it off.
By default, the quick search bar is turned on, but you might want to disable it in some situations. For example, on small lists you might want to hide it to save space.
Pivot table
When this option is selected, the table is pivoted based on the first and second columns. When you pivot a table, you create a grid in which the first column defines the rows and the second column defines the columns.
Note: When a table is charted, the pivoted column overrides what is defined as the X-axis column on the chart’s data properties.
5.
In the View As group, ensure that Table is selected so that data is displayed in grid format. The Table tab appears.
6.
On the Table tab, select the General tab.
7.
In the Row Settings area, select from the following options:
Setting Name
Description
Wrap text
When this option is selected, APM adjusts the row heights to fit the data in the table.
Show row number hints
When this option is selected, APM displays the row number when the mouse hovers over the line.
Show row count
When this option is selected, the count of the total number of rows in the table is listed at the bottom of the table.
Note: This option is disabled if proportional scrolling is disabled.
Allow group rows to be expanded
When this option is selected, users can expand data groups to see all of the items they contain. If you clear this option, the plus sign (+) does not appear beside the data group.
Show horizontal grid lines
When this option is selected, horizontal grid lines appear in the table configuration.
8.
In the Column Settings area, select from the following options:
Setting Name
Description
Show column headings
When this option is selected, column headings appear in the table configuration.
Show vertical grid lines
When this option is selected, vertical grid lines appear in the table configuration.
9.
In the In-cell Editing area, select from the following options:
Setting Name
Description
Allow in-cell editing
When this option is selected, objects can be edited by pressing F2 and changing editable values in each row, without having to open each object.
Allow in-cell creation of new objects
When this option is selected, users can create an object from the table configuration.
10.
In the Proportional scrolling area, select one of the following options:
Setting Name
Description
Proportional Scrolling
When this option is selected, users can select whether to enable or disable proportional scrolling in table configurations. For tables with large amounts of data, enabling proportional scrolling might affect performance. Your options are:
•
Use default – The default setting for the table configuration as defined in the UI Settings for the enterprise, will be used.
•
Enable – The scroll bar thumb accurately represents the size of the current page relative to the number of rows in the table.
•
Disable – The size of the scroll bar thumb is relative to the number of rows currently loaded.
11.
Select the Row Formatting tab to define any formatting rules and their source. For example:
Note: If there are no columns in the configuration that contain boolean or enumerated list data, the Column to use list will be blank.
12.
Select formatting options:
Setting Name
Description
Source of formatting rules
Formatting for a configuration is most often based on the column’s values.
In some cases, for example, risk matrix charts, the formatting can be obtained from the Font and Color Control class. This option is only viable if the current class has a relationship with the Font and Color Control class.
Click to open the Select Join Path dialog, where you can locate the Font and color control class.
Column to use
One column for each table configuration can be used for formatting rows. The columns must support boolean or enumerated data, and you can format all possible values for that column. For example, if your table configuration shows work requests and you want to highlight the new ones, you could format the Work Request Status column so that items with the status New appear in bold.
13.
Click New. The Formatting Rule dialog appears.
14.
Select the column value to use with the formatting rule.
15.
Click the Font icon. The Font dialog appears.
16.
Select the font, style, size, effects, and script that you want to use for this column value and click OK.
17.
Select the text color from the list of available values.
18.
Select the background color for the row from the available colors.
19.
Select the Hierarchy Recursion tab if you wish to edit or add recursion settings. Here is an example of the tab for a new configuration:
20.
Click Enable hierarchy recursion in this configuration. Click the join path icon . The Select Join Path dialog appears.
The path starts with the current class.
21.
Navigate to the class, select it, and click OK.
22.
In the Hierarchy relationship list, select the relationship you created.
23.
In the Recursion button properties area, you can allow upward and downward recursion. Provide the button text that will appear in the list at the bottom of the table, for example, “From this site and below”. Select the default direction shown in the list. For example:
24.
When a user double-clicks an object listed in the table, the object’s window opens showing the default view. You can specify an alternate view to display in the object window. Select the View to Open tab. Click Display an alternate view and select the view to use. For example:
25.
Select the Description tab to enter a description about the table.
26.
Click OK to save the appearance options.
You can also set the following table configuration options where appropriate:
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Filtering: For more information, see Creating Filter Groups for Table Configurations and Adding Conditions to Table Configurations.
•
Sorting: For more information, see Defining Sorting Properties.
•
Export to Excel: For more information, see Exporting Table Configurations to Excel.
•
Sharing configurations: For more information, see Sharing a Table Configuration.
If you are logged on as an APM administrator, you can also set the following options:
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Custom buttons: For more information, see Adding Custom Buttons to Table Configurations.
•
Auto refresh, SQL, and EXPLink settings: For more information, see Setting Options for Table Configurations.
If the data can be displayed in other formats, you may also define the following appearance properties for:
•
Forms: For more information, see Defining View as Form Appearance Properties.
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Charts: For more information, see Defining View as Chart Appearance Properties.
•
Maps: For more information, see Defining View as Map Appearance Properties.