Modify Commitment Settings (including columns to display)
Updated
Modify Commitment Settings (including columns to display on the Commitment List)
Suggested Prior Reading
Commitments List – Layout and Navigation
Overview
Each time the Commitments List is displayed, user defined settings can be applied to show what information displays. Some of the settings can be changed directly on the form as well (they just won’t be saved for the next time the form is opened).
The settings that can be changed are the:
Filter to apply – to show only Commitments with a certain Status and Type
The number of rows (i.e. number of Commitments) which will display per page
The columns of information which will display
The Filters to Apply and the Number of Rows is a default setting and can also be dynamically changed on the form itself (although those are temporary settings and won’t be saved when the form is exited and re-opened – the default settings would be applied again). See General Navigation for Lists.
Columns can not be changed dynamically. They are only changed through Commitment Settings and will apply each time the form is opened.
Steps
With the Commitment List displayed:
1) Click the Form Settings button (the black gear button on the top right of the form).
The Commitment Settings form displays.
2) To set the default filter to apply, each time the form displays:
a) Click on the Filter drop down box
The list is separated by Type and Status.
See Filtering the Commitments for more information on making multiple selections.
b) Click on the Types and/or Status to filter by. A check mark will appear next to the selection.
c) Click on it again to toggle it off.
d) Click outside of the Filter box when the filters are applied to remove display of the filter list
The filter to be applied will display in the filter box.
3) To set the Rows per Page to display:
a) Click on the Rows Per Page drop down box
A list of common values is displayed.
b) Click on number or “All”
4) To select the Rows to display on the Commitment List:
a) Navigate through the available Columns by clicking on the page number in the lower right hand corner of the form or by using the Prev and Next options to move through the list
b) For the column to appear, click on the Show button so it is filled in.
c) To turn off a column so that it doesn’t appear, click on the Show button again to toggle it off
d) Repate for the columns required.
5) Once finished updating the settings, click Save.
Next Steps
For Commitments – See the List of all Change Orders.
For Commitments – See the List of all Invoices.
View or Edit an existing Commitment
Manage the Status of a Commitment
View or Edit Change Orders for a specific Commitment
