Add or Remove a Column from a User-Defined Grid in a Hub

You can add or remove columns from a user-defined grid that you previously added to a hub.

When you remove a grid column, it is permanently removed from the hub. All the data that is entered in the column for all the records in the hub is permanently removed from the Vantagepoint database.

You cannot add or remove columns from a standard Vantagepoint grid.

To add or remove columns from a user-defined grid:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize, or select Settings > General Ledger > Chart of Accounts to customize the Chart of Accounts. On the Actions bar of the form that displays, select Other Actions > Design.
    • Select Settings > General > Screen Designer. In the Application field at the top of the Screen Designer form, select the application that you want to customize.
  2. On the Screen Designer form, click the tab on which the grid is located.
  3. On the tab, click the grid that you want to add or remove a column from.
  4. In the Grid Properties section of the properties pane of the Screen Designer form, click beside the Field Type field.
  5. To add a column on the Grid Settings dialog box:
    1. In the Grid Columns section, click the + Add Column, and in the blank row, enter information for the new column.
    2. To move the new column to a different order, click the drag handle icon at the beginning of the row, and then drag the row up or down and drop it in the desired location.
      The grid columns that you enter as rows from top to bottom in this section are displayed in the grid from left to right in the hub.
  6. To remove a column on the Grid Settings dialog box:
    1. In the Grid Columns section, hover over the row that represents the column that you want to delete, and click X at the end of the row.
    2. On the Delete dialog box, click Delete.
  7. On the Grid Settings dialog box, click Save.
  8. On the Actions bar of the Screen Designer form, click Save.