Differences

This shows you the differences between two versions of the page.

--- cats:settings:displayedcolumns [2019/02/22 16:45] – [Choose Marks Column] jen
+++ cats:settings:displayedcolumns [2024/03/08 17:47] (current) – [Changing Column Settings in CATS] amanda
@@ Line 1: / Line 1: @@
-=====Column Settings=====
+=====Changing Column Settings in CATS=====
 {{entry>0;Settings/Column Settings;-}}
-Column settings control which columns appear and in what order, for all scans in CATS.\\
+Column settings control which columns appear and in what order, for all scans and documents in CATS.
 ====Change or Modify Columns====
-There are a few ways in which CATS allows you to change columns in a scan. Go to the maintenance from the main menu, or use the question mark feature on the actual scan.
+There are a few ways in which CATS allows you to change columns in a scan. Go to the maintenance from the main menu, or use the question mark feature on the scan.
 ===Change Columns from Setup===
@@ Line 10: / Line 10: @@
 To change and/or order the column, go to **Maintenance > Setup > Displayed Columns.**
 [{{:cats:settings:maintenance_setup_columns.png?|Setup for displayed columns}}]
+Select the columns template from the chooser and then press **Continue**.
-A list of all scans will show on the screen. Select the scan you want to edit and then press **Continue**.
 [{{:cats:settings:maintenance_setup_selectcolumnstoedit.png?|Select columns to edit.}}]
-Here you can modify or change the columns. The ones with numbers already,  show what is picked for a particular scan. Enter a number in the **Order** column for each heading you wish to see on the report. Lines with zeroes will not be displayed. Use **Tools** to delete a column. **Move** will change the order.
+Here you can modify or change the columns.The order column, in this example, is numbered 1 to 13. All columns with numbers will show up on the document. If you do not want certain columns on the form, enter 0.
 [{{:cats:settings:setup_displayedcolumnsedit.png?|Choose the columns to be displayed}}]
 **Exit** will save any changes and return to the previous screen.\\
+To create a custom heading, go to **Tools > Customize heading.**\\
+[{{:cats:settings:displayedcolumns_tools.png?|Use tools to create custom heading }}]
+Enter the new column header and press **Ok** to continue.
+[{{:cats:settings:displayedcolumns_toolscustomheading.png?|Enter new column header}}]
+Press **Yes** to confirm your changes.
+[{{:cats:settings:displayedcolumns_toolscustomheadingy.png?|Confirm the column header}}]
+These changes will be saved on the columns template and on the form.
+[{{:cats:settings:displayedcolumns_test1.png?|Template with new header}}]
 ===Change Columns from a Scan===
-For example, go to the main menu and select **Accounting > Ledger Scan**.\\
+To change columns from a scan, go to any scan and use the question mark feature. For example, go to the main menu and select **Accounting > Ledger Scan**.\\
 [{{:cats:questions:settings:scancolumns_accountingledgerscan.png?|Accounting Ledger Scan}}]
@@ Line 28: / Line 35: @@
 [{{:cats:questions:settings:scancolumns_ledgerscanquestionmarkmodify.png?|Ledger Scan Modify}}]
-Here you can modify or change the columns. The order column, in this example, is numbered 1 to 26. All columns with numbers will show up on the scan.\\
+Here you can modify or change the columns. The order column, in this example, is numbered 1 to 26. All columns with numbers will show up on the scan. If you do not want certain columns on the scan enter 0.\\
-[{{:cats:questions:settings:scancolumns_ledgerscanquestionmarkmodifyscreen.png?|}}]
-If you do not want certain columns on the scan enter 0.\\
 [{{:cats:questions:settings:scancolumns_ledgerscanquestionmarkmodifyscreen0.png?|Ledger Scan Change Column Numbers}}]
@@ Line 41: / Line 44: @@
 You can change how columns appear on forms in CATS. For example, here is a printed DO that needs the location column printed on it.
-[]
+[{{:cats:settings:displayedcolumns_originaldo.png?|Delivery order form print out}}]
-Go to
+Go to **Maintenance > Setup > Displayed Columns** and select the marks columns template from the chooser. In this example, we choose MKDO. Press **Continue**.
+[{{:cats:settings:displayedcolumns_changecolumnsondo.png?|Change columns on DO}}]
+Add in the column you want by placing a number under the **Order** column. **Exit** will save any changes and return to the previous screen.\\
+[{{:cats:settings:displayedcolumns_addcolumns.png?|}}]
+The column has been added. It will now show up on the delivery order.
+[{{:cats:settings:displayedcolumns_newdo.png?|Delivery order with column added}}]