Working with Tables

Throughout your system, tables present lists of data. There are two types: main page tables and editable tables on pages. For both you can resize and rearrange their columns, sort their rows, copy the content of the cells to paste it elsewhere, etc. This topic describes both types of columns.

This topic provides information on the following:

Main Page Tables

When you modify a table, the last changes are saved after you log out so that you need not define its settings anew.

You can customize main page tables as described in this topic. If you want your changes to be permanent, make sure that Save active tabs is turned on in the login and session information menu. You find it on the upper right corner of the application:

This table provides descriptions of all options available for such tables throughout the application:

To ... Do the following:

Sort Rows in a Table

 

You can sort the rows in a table by the values in any column, in either ascending or descending order. When the table is sorted, you see a small arrow in the sort column header, pointing up for an ascending and down for descending sort.

  1. To sort a table by the data in a column, click the column's header.

  2. The entries are sorted in ascending order (either alphabetical or numerical, depending on the contents). This is indicated by an upwards arrow ().
  3. Click the header again to sort the entries in descending order, which will be indicated by a downwards arrow ().
Change the Column Order

In most lists you can change the order of the columns by dragging and dropping them to a new place.

  1. Click the column header of the column that you and drag your mouse down a little until you see the tooltip box with the column name below the header row:

  2. Drag the column to the position where you want to place it.
  3. Release the mouse to drop it.
Change the Column Width
  1. Move the cursor over the column header until the column separator icon appears over the right border of the column.

  2. Drag the icon until the column has the width you want and release the mouse.
Show/Hide Columns

Due to space restrictions most tables display only some of the columns that are available.

  1. Click the button on the upper right corner of the table header to open the list of all available columns.

    The columns that are currently included in the table are checked.

    The names of mandatory columns are dimmed and checked. You cannot hide these. In the previous example, Name is a mandatory column.

  2. Do one of the following:
    • Select a checked column to hide it.
    • Select an unchecked column to show it.
  3. Continue to select or deselect columns until the table shows exactly the columns that you want.
Copy and Paste the Content of Cells
  1. Select the content of the cell you want to copy cell and press CTRL+C (copy) on your keyboard.
  2. Put the cursor in the field in which you want to paste the content.
  3. Press CTRL+V (paste) on your keyboard.

Editable Tables On Pages

Many pages contain tables that allow you to add, edit, sort, etc., data that you want to include in objects or tasks, for example when you are designing Schedules, Workflows, Sync objects, etc. For example, when defining objects and defining attributes you will often find tables similar to this one:

Depending on the object or task you are working with, some of the buttons on the table toolbar may not be available because they are not necessary. This table provides descriptions of all options available for such tables throughout the application:

To ... Do the following:

Add a Row to the Table
  1. Click on the toolbar.
  2. A new empty row is inserted at the bottom of the page.
Enable a Row for Editing

To edit the content of a row, for example to select or enter a value, activate the checkbox on the first column.

Now you can start editing the values in the row. In the example above, you can start activating the checkbox for DEVELOPERS:
Enable ALL Rows for Editing

To enable all rows for editing, activate the first checkbox on the table header.

Now you can start editing them. For example, if you select Cut now, all rows will be removed from the tables and pasted to the clipboard.
Edit a Cell

First you must enable it for editing.

Depending on the nature of the cell, you will have to simply type a value, select it from a dropdown list, choose it from a spin button, activate/deactivate a checkbox, etc.

For example, in the illustration below, the cell combines a dropdown list in which you select an operator with a spin button that sets the value:
Remove One or More Rows

You can select only one or more than one rows to remove them from the table in bulk. Activate them and click .
Cut and Paste Rows
  1. Activate one or more rows to cut them from the list in bulk.
  2. Click . The selected row(s) are removed from the table and copied to the Clipboard.
  3. Select . They are inserted at the bottom of the table.
Copy and Paste Rows
  1. Activate one or more rows to copy them in bulk.
  2. Click . The selected row(s) are duplicated and copied to the Clipboard.
  3. Select . They are inserted at the bottom of the table.
Moving Rows Up/Down
  1. Activate one or more rows to move them in bulk.
  2. Click or . The selected row(s) are moved one position up/down.
Copy and Paste the Content of Cells
  1. Select the content of the cell you want to copy and press CTRL+C (copy) on your keyboard.
  2. Put the cursor in the field in which you want to paste the content.
  3. Press CTRL+V (paste) on your keyboard.
Select All/Clear Selection

Activate a row on the table to enable it for editing it and click Select All to activate all checkboxes available on that row. Click Clear selection to deactivate them.

This option is available on

  • the Authorizations page (a sub page of the Automation Engine group in the Administration Perspective on which system administrators grant rights to Users and User Groups, see Granting Users/User Groups Authorizations to Folders/Objects).
  • the Object Authorizations page available for all objects when defining them, provided you have the necessary rights.

For example: