Column groups

In this section, you can define the format when exporting a field group. Here, you can also decide which information is displayed in the app.

Create a new column group

To create a new column group you need to fill out the following:

• Title: A title to identify the column group by

• Context: Choose from where you would like to define columns:

  • Tasks
  • Companies
  • Persons
  • Users
  • Product
  • Planning
  • Appointment
  • Equipment
  • Product use
• Purpose: Choose from one of the following:
  
  • Object main page
  • Secondary text
  • Sub object

Edit a column group

Editing a column group happens on the same menu. Just click on the pencil or directly on the title to enter edit mode.

This brings you to another screen:

Simply drag the columns from Available columns to Shown columns, allowing you to choose the columns you want to include when exporting lines in your templates. Drag the columns back to exclude them.

When you are done, press the "Save"-button.

Edit main pages

Finally, you can edit the main pages of each module in the apps. You can do so by clicking on the "Edit main pages"-button:

This will take you to SETTINGS > APP in the "Setup"-module. For more on this, please refer to this section.