Custom Layout

Resize a Field

About This Task

This topic assumes you have added a new Custom Layout section to your datasheet.

Procedure

  • Configure a Custom Layout datasheet field in a double-column configuration:
    1. From the Available Items pane, add a field to your datasheet section.
    2. In the datasheet workspace, select the field that you want to resize, and then select .
      The field is resized.
      Note: You can configure the Datasheets to accommodate four columns in the Custom Layout.
  • Change a Custom Layout datasheet field configuration from multi-column to single column:
    1. Select the field that you want to resize.
      Note: If you have more than one field on the same row, you must first select and drag all the fields back to the Available Items pane, except the field that you want to resize.
    2. Select .
      The field is resized to take up its entire row (i.e., a single-column configuration).

Create a Group of Fields

Having groups of fields on a datasheet is a good way to keep similar items together under a common heading. This topic describes how to create a group of fields on a custom datasheet.

Procedure

  1. Add a new section to a datasheet, and select the custom layout.
  2. Add fields that you want to group to your new section.
  3. Select , select the items in your datasheet that you want to group, and then select .
    The items are grouped together with a single shared heading.

    Note: You can edit the heading for the group by selecting the heading and entering your preferred heading name.

Add a Field to a Group of Fields

Procedure

  1. Open the datasheet containing the group that you want to modify.
  2. In the Available Items pane, select the item that you want to add to the group, and then drag it into the group.
    The item is added to the group.
    Note: The newly added field will be available for you in Family Management, whereas to access the field from other modules, you must log out and log in to APM. For other users who are being logged in to APM, the created field will be available only when they log in to the application again.

Remove a Field from a Group

Procedure

  1. Open the datasheet containing the field group that you want to modify.
  2. Select the item that you want to remove from the group and drag it to the Available Items pane.
    The item is removed from the group.
    Note: The field that is removed will no longer be available for you in Family Management, whereas to ensure that the field is not accessible from other modules, you must log out and log in to APM. For other users who are being logged in to APM, the deleted field will not be available only when they log in to the application again.