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Customize Grid

Hiding in plain sight is the feature for ‘Customize Grid’.  Modify the viewing columns at the ‘Select Job’ window for Combining, Estimating, Project Management, Production Control, even Purchase Orders and Requisitions using the ‘Customize Grid’ feature.

Customize Grid allows users to make new job information columns readily available at the selection window.

Use ‘Export to Excel’ to make ‘reports’ of the Customize Grid data, a helpful option considering the amount of information which may be displayed in the Select Job window.

The basic Steps to ‘Customize Grid’ are as follows:

  • Right Click to open window
  • Click ‘New Layout’ and enter a Layout Description
  • Make customized changes
  • Click Save Layout and Apply Layout

So let’s walk though it now!

To begin, open the menu by right clicking in any ‘Select Job window, and then click on ‘Customize Grid’ to open.

The Customize Grid window is similar to other set up windows in Fabsuite.  In this window we see ‘Available’ selections on the left, ‘Included’ field selections on the right, and the command buttons at the right hand border and below.

To begin a new Customized Grid layout, click the ‘New Layout’ button at the bottom, and enter a new Layout Description.  Scroll through the available options to see if there is anything useful to you.  When located, double click to move to the ‘Included’ fields list.

Double click on an ‘Included Fields’ item to move off the ‘Included Fields’ list.

Move up and Move down – Click to highlight an item, and then click the ‘Move Up’ or ‘Move Down’ to change position.  Top of the list in the Grid Layout window will be far left in the Select Job window.

‘Sort Order –‘and ‘Sort Order +’ – Use the Sort Order to determine the importance level for sorting the list of items in the Select Job window.

Properties – Click to highlight an Included Fields item and then click the ‘Properties’ button, opening the Grid Layout Field window.  Use this window to change the display name, column width, type style and alignment.  Click ‘OK’ when finished, returning to the Grid Layout window.

Add Empty – Use the ‘Add Empty’ feature to add a new row starting with a blank field.  After the blank field is added, other fields may be included to accommodate user needs.

In the screenshot below, we entered (2) in the ‘Number of rows per record’ and a ‘(2) in the field for ‘Current Row, and then click the ‘Add Empty’ button.  Click Save – we now have added an extra row, in which more fields may be added.  Click ‘Apply Layout’ and then click the red ‘X’ to close, returning to the ‘Select Job’ window to view the new layout.

The screenshot below shows the layout with the added rows.  There are now two grey column headers.

If you don’t like a layout, just return to the ‘Customize Grid’ window.  Click to highlight the layout to delete at the left side list, and then click the ‘Delete Layout’ button at the center bottom.

When completed with selections, click the ‘Save Layout’ button.  Click the ‘Apply Layout’ to have the new layout show in the ‘Select Job’ window.   Click the red ‘X’ at the top right of the window to close.

Right click in the ‘Select Job’ window to review the list of options.  Use ‘Switch to auto-width mode’ to automatically set column widths to always accommodate data length.  Use the ‘Fit columns to data’ as a one-time adjustment setting for columns.  Click in the column headers to change the sort order of the list.

The basic Steps to ‘Customize Grid’ are as follows:

  • Right Click to open window
  • Click ‘New Layout’ and enter a Layout Description
  • Make customized changes
  • Click Save Layout and Apply Layout
  • Right click to export to Excel

You may use the Customize Grid to add or minimize information shown at the Select Job window.  Try experimenting with different styles to see what works best for you!

Written By Kerri Olsen

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