Modifying the Table Display (Next Gen UI)
You can modify columns in a table available on the Windchill Next Gen UI to see the information that is most useful to you.
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An asterisk (*) appears in the View box located to the left on the table toolbar while you have been modifying any of the columns using a column action.
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The following actions may be available on the table columns:
Resizing Columns
To resize columns, follow the procedure below:
1. Click and drag the right edge of the header of a column to resize the width of the column.
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Some of the columns have a fixed width, which cannot be changed, for example, the checkbox, object type, last action, view information, PBO type columns.
Column actions are not available on the checkbox column.
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2. Click Autosize This Column to increase the width of the column to display all of its content.
3. Click Autosize All Columns to increase the width of all the columns in the table to display all of their content.
4. To resize the height of the entire table, click and drag the bottom edge of the table.
Moving or Reordering Columns
To move or reorder columns, follow the procedure below:
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The checkbox column is always the first column of a table, and cannot be reordered.
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1. Select the header of a column that you want to move in the table, and drag-and-drop the column to the desired location in the table.
2. Select Reset Columns from the menu to move the reordered columns to their original order in the table.
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Reset Columns is also applicable for other column actions.
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Selecting Reset Columns clears the asterisk (*) that appears in the View box while you have been modifying any of the columns using a column action.
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Modifying Columns to Display
To modify columns for displaying in the table, follow the procedure below:
1. Hover the pointer over any column header, and click the vertical ellipsis.
2. Select Choose Columns from the menu.
A list of available columns is displayed.
3. Select the checkboxes for the columns you want to display in the table.
Sorting Columns by Order
To sort columns in an ascending or a descending order, follow the procedure below:
1. Hover the pointer over the header of a column to sort the table by that column, and click the vertical ellipsis.
2. Select Sort Ascending from the menu to sort the column in an ascending order.
The sort order selected is indicated by an up arrow in the column header.
3. Select Sort Descending from the menu to sort the column in a descending order.
The sort order selected is indicated by a down arrow in the column header.
4. To clear the sorting, select Clear Sort from the menu.
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You can also sort a column in ascending or descending order by clicking the column header.
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Filtering Columns
To filter columns, follow the procedure below:
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This capability is available by default on the Next Gen UI.
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1. Hover the pointer over the header of a column to sort the table by that column, and click the vertical ellipsis.
2. Select Column Filter from the menu. Select or enter the values for the column to display its information.
3. Select Reset Filters from the menu to clear the filters applied.
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This functionality is not available in the BOM tables in the BOM Reports user interface.
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Pinning Columns
To pin and unpin columns, follow the procedure below:
1. Hover the pointer over the header of a column to pin the column to the left or right side of the table, and click the vertical ellipsis.
2. Select Pin Column from the menu.
A list of available options is displayed, with the No Pin option as the default selection.
3. Select Pin Left to pin a column as the second column in the table.
4. Select Pin Right to pin a column as the rightmost column in the table.
5. Select No Pin to unpin the pinned column to display the table at its previous location in the table.
Grouping the Table Information by Columns
To group the table information by columns, follow the procedure below:
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Grouping is not supported for the Thumbnail and View Information columns.
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1. Hover the pointer over the desired column header, and click the vertical ellipsis.
2. Select Group by <column name> from the menu to group the table information by that column.
A Group column is inserted as the second column in the table.
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• If you group by the Object Type Indicator column, then for each unique object type available in the table, the corresponding objects are grouped together under the object type icon and object name representing the grouped objects. The total count of the objects grouped for a type is displayed in parentheses beside that object type and name. Each group of different object types is displayed in the Group column in individual rows below the table header row.
You can further expand and collapse each object type group.
• If you have pinned one or more columns by selecting Pin Left, the Group column is inserted to the right of the latest pinned column.
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The name of the column that you first selected for grouping is displayed on the left above the table header row.
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You can select more than one column for grouping. To group by another column, select Group by <column name> from the menu on the desired column. You do not need to remove the previous grouping.
The names of the columns that you have selected for grouping appear from left to right above the table header row starting from the first selected column to the latest selected column. That is, the table information is grouped in the order of the column names displayed above the table header row.
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Once the table is grouped:
• To reorder the grouping, drag-and-drop the column name from above the header row to the desired order. For example, drag-and-drop a column name to the left to move its order up; drag-and-drop a column name to the right to move its order down.
• To remove a column grouping, select Un-Group by <column name> from the menu on the desired column, or clear that column name from above the header row.
• To remove the table grouping, select Un-Group All from the menu on the Group column.
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Once you have configured the columns, you can save your configuration by selecting Save As from the View list in the upper-left corner of the table. After entering a name for your view, you can return to your view by selecting it from the View list. Otherwise, your table changes persist for the duration of your browser session.
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