Getting Started > Common PTC RV&S Operations > Customizing Columns
Customizing Columns
Default columns are shipped with PTC RV&S. You can customize columns in Items view, Relationships view, Document view (GUI only), Test Results Editor, relationship fields, and in the Propagate Traces wizard. You customize columns by doing the following: adding, removing, repositioning, changing the sort order, and resizing.
For the Items view, Relationships view, Document view (GUI only), and relationship fields in the Item Details view, any changes you make to columns are saved with the current ViewSet or web application.
For the Items view, Relationships view, Document view (GUI only), and Test Result Editor, you can save your changes to columns as the new default. If a new default is saved for the Items view, the changes are saved as part of the query definition.
In the GUI, the default is used for all Items views in the current ViewSet that use the same query. If a new default is saved for the Document view, the default is used for all Document views in the current ViewSet that use the same root item type.
You can only save changes to the Items view as the new default if you have write access to the query. If you do not have write access to the query, you can copy the query to save your column configuration as the default.
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If another user changes the default columns in the query definition, the changes will show up in your Items view if you haven’t customized your columns.
Operation
Procedure
To add a column
In the GUI, right-click a column heading and select Configure Columns.
In the Web interface, click the columns button on the upper right corner of the view pane and select Configure Columns.
In the Columns dialog box, click the add button and select the column to add. You can use the available fields filters to search and add fields. See the Fields FilterData Filter in Fields table below for more information.
To remove a column
In the GUI, right-click a column heading and select Configure Columns.
In the Web interface, click the columns button on the upper right corner of the view pane and select Configure Columns.
In the Columns dialog box, select the column you want to remove and click the remove button.
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In the GUI, you can also right-click the column you want to remove and select Hide. In the Web interface, you can also deselect the column(s) you want to remove.
To reposition a column
In the GUI, right-click a column heading and select Configure Columns.
In the Web interface, click the columns button on the upper right corner of the view pane and select Configure Columns.
In the Columns dialog box, select the column you want to reposition and click the up or down button.
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You can also click the heading of the column you want to reposition and drag it to its new location.
To change the sort order of a column
Click the column heading to invert the sort order.
Up arrow indicates that the column is sorted in descending order.
Down arrow indicates that the column is sorted in ascending order.
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In the GUI, you can also right-click the column heading and select Sort > Ascending or Sort > Descending.
To change the size of a column
Drag the right edge of the column heading.
To save your changes as the default columns in the Items view, Relationships view, Document view, or Test Result Editor.
In the GUI, right-click a column heading.
In the Web UI, click the Columns button on the upper right corner of the view pane.
Select Save As Default.
To discard your changes and use the previous column configuration
In the GUI, right-click a column heading.
In the Web UI, click the Columns button on the upper right corner of the view pane.
Select Reset To Default.
Data Filter in Fields
The data filter in fields in Items view, Relationships view, Document view and the Test Results Editor includes the following user interface components that enable you to select which fields you want to display in the current view:
Component
Description
Show Fields Containing
Text filter to search for fields by text.
that are
Visibility filter to search for fields by their visibility. This filter includes the following visibility rules:
• visible in displayed types. This is the default filter.
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If the type details are not available in the current view, the visible in displayed types filter does not have any effect.
• visible in item type
• visible in all item types
• of field type
• Reset, to restore the default filters.
Results List
The fields returned by default or from a text search or visibility filter or both.
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