Concepts

Tasks

Table Configurations

Contents

Introduction to Table Configurations

Managing Your Table Configurations

Sharing a Table Configuration

Creating User Groups

Copying Table Configurations

Making Ad Hoc Changes to Table Configurations

Editing Table Configurations

Creating a Table Configuration

Defining Column Properties

Defining Filter Properties

Defining Sorting Properties

Defining View as Table Appearance Properties

Defining View as Form Appearance Properties

Defining View as Chart Appearance Properties

Defining View as Map Appearance Properties

Viewing Map Information

Setting Map Coordinates

Adding Custom Buttons to Table Configurations

Setting Options for Table Configurations

A table displays information about lists of objects, such as assets or standard tasks. Tables consist of rows and columns that show data for many items at once, so you can find items or specific pieces of data and track trends.

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 organize your configurations, adding and removing them from your personal configuration list and setting a default configuration.

For more information, see Managing Your Table Configurations.

There are three ways to alter or create table configurations to display information to suit your purpose: make ad hoc changes, edit table configurations, and create table configurations.

Ad Hoc Changes to Table Configurations

Make ad hoc changes when you need to temporarily change the display. For example, you might want to filter and sort the data, hide and show columns, as well as change the order of columns. Usually, you do not need to save ad hoc changes beyond your current session. However, you can save your ad hoc changes if you want to use the configuration the next time you log on. If you are using an administration license, you can also make the table configuration available to other users.

See Making Ad Hoc Changes to Table Configurations

Edit Table Configurations

When you want to make more permanent changes to an existing configuration, you can edit it using the Configuration dialog. If you edit a configuration type that you cannot create (for example, an APM configuration), the system automatically changes it to the type of configuration that your license allows. You can revert the configuration to its original settings, if you wish.

See Editing Table Configurations

Create Table Configurations

You can create a table configuration from scratch or by copying an existing configuration.