Add a Column to a Pane

To add a column to a pane, follow these steps:

1. Activate Design Mode.
2. Select the Data Window tab.
3. In the Columns pane, right-click and then select Select Columns from the shortcut menu. The application responds by displaying a dialog box to select the columns that will appear in the form.
4. In the dialog box, select the column that will appear in the pane. Select a column by locating it in the hierarchy, right-clicking the node, and then selecting Select This.
5. Select OK to close the dialog box and display the selected column in the Columns pane.
6. In the Columns pane, set the Order, Required, and Editable fields as necessary. If needed, complete the remaining fields for the column. Then, select OK to close the User Control Properties dialog box.
7. Select the icon. The application asks if you wish to save the new layout.
8. Select OK to save the new layout.
9. Exit Design Mode by selecting the Settings menu to display the Design Mode switch and then select the switch to set it to off.

Delete or Hide a Column from a Pane

To delete a column from a pane, follow these steps:

1. Activate Design Mode.
2. Select the Data Window tab.

3. In the Columns pane, locate the column to be removed. Right-click the record showing the column and then select Delete from the shortcut menu. The record for the column is removed from the pane.

   Note
   Note: Instead of deleting the column, you could also hide the column by selecting the Hidden check box.

4. Select OK to close the User Control Properties dialog box.
5. Select the icon. The application asks if you wish to save the new layout.
6. Select OK to save the new layout.
7. Exit Design Mode by selecting the Settings menu to display the Design Mode switch, and then select the switch to set it to off.

Hide a Column for Your View

The User Control Properties dialog box determines what columns are displayed in a window or pane for all users. If desired, you may further customize the display of columns for just yourself by performing the following steps:

1. Display the User Control Properties dialog box by selecting the Design Mode check box, right-clicking the window, and then clicking Change Control Properties.
2. In the left pane of the dialog box, select the pane for which you wish to customize the display of columns.
3. Click the Data Window tab.
4. In the Form pane of the Data Window tab, locate the Columns Hideable check box and then click it to select it. The system places a check mark in the selection box to indicate that it is selected.
5. Click the OK button. The system saves the changes and closes the User Control Properties dialog box.
6. Clear the Design Mode check box.
7. Close and then re-open the window. (This causes the system to place the command for showing/hiding columns in the right-click shortcut menu.)
8. In the pane for which you wish to customize the display of columns, right-click and then click Show/Hide Columns. The system displays a dialog box. This dialog box contains all columns that may be hidden by individual users. (Columns that are marked as hidden in the User Control Properties dialog box will not appear in this dialog box.)
9. For the column(s) you wish to hide, click the check box beside the name of the column.
10. Click OK. The system closes the dialog box and hides the designated columns. The system also displays a hyperlink command in the title bar called Hidden Columns to alert you that columns are hidden. You may use this command rather than the right-click Show/Hide Columns to further modify the display of columns in the pane.

Change the Format of a Form View

The format for a pane is controlled by a CSS file. The format for the pane may therefore be changed by applying a new or modified CSS file to the pane as described below:

1. Activate Design Mode.
2. Open the window that contains the pane. If necessary, place the window in record view by selecting the icon in the title bar.
3. Right-click the window and then select Change Control Properties from the shortcut menu. The User Control Properties dialog box is displayed.
4. In the General Properties tab, select the Get CSS button and save the CSS file in a convenient location on your computer.
5. Using third-party software, edit the CSS file to reflect the desired formatting.
6. In the General Properties tab, select the Put CSS button and retrieve the edited CSS file from your computer. The application applies the retrieved CSS file and applies it to the window.
7. Select the icon. The application asks if you wish to save the new layout.
8. Select OK to save the new layout.
9. Exit Design Mode by selecting the Settings menu to display the Design Mode switch and then select the switch to set it to off.