Customizing List Columns in the Document Journal

If you want to personalize the appearance of your document journal, one way to do so is by customizing the document list with a number of dynamic columns. The columns are dynamic because you can choose the exact data to display for each of them. You can choose between three overall types of data (text, dates, and numbers), and it's possible to both sort and filter this data in various ways using standard sorting and filtering functionality.

Up to six columns can be added to the list:

  • Two columns with date fields
  • Two columns with text fields
  • Two columns with number fields

You choose the data for each column from a dropdown menu, which contains a selection of header template fields that match the data type of the column you want to add. For example, if you want to add a date column to the document journal, the header template fields that are available in the dropdown menu will all be date fields. This ensures that the columns can be filtered and sorted.

To add customizable columns to the document list

You can add one or more dynamic columns to the document list by following these steps:

  1. Choose the Search icon, enter Document Categories, and then choose the related link.
  2. Select the code of the relevant document category – for example, PURCHASE – to open the document journal.
  3. In the action bar, select Actions > Document > Set up Custom Columns to open the Custom Field Card.
  4. On the Customizable Columns FastTab, select the field type that you want to apply to the new column, and then select a header field from the dropdown menu.
  5. Close the Custom Field Card to return to the document journal.
  6. A dialog is displayed, notifying you that you must close and reopen any open pages for changes to be applied. Select OK to close the dialog.
  7. Close and then reopen the document journal to check that the column has been added.

For each document in the list, the newly added column will now display any data that has been captured in the document (or manually entered) for the header field you selected in step 4 above.

See also

Working with Paper and PDF Documents