Who is this article for?

Users who want to learn how to use column configuration.

System administrator permissions are required.

Customising the display of information is crucial for optimizing efficiency and clarity within the Lucidity platform. Learning how to configure columns allows users to tailor the data presentation to their specific needs and preferences.

1. Column configuration

Column configuration provides system administrators the flexibility to set the fields required for both on-screen displays as well as columns returned in reports. 

All modules have the column configuration feature included. The following can be controlled by the column configuration:

• List pages (on screen columns when viewing records)
• Excel export
• CSV export
• InForm filtered pages (individual forms)

The image below indicates how to switch between List, Excel and CSV column configuration.

1.1. Permissions

As changing the column configuration will affect all users of the system, it is recommended that only a very small number of administrators have permissions to the column configuration feature.

2. Managing column configuration

Column configuration allows for the addition of columns, changing the order of column display or the deletion of columns. This process applies for all types of column configuration.

2.1. Add Columns

To add to the columns that are visible on-screen or in an Excel report, from the required page:

1. Click Configure Columns.

2. Select the display type to be adjusted.

3. Click + Add columns.

4. Select from the list or start typing in the column name.

5. Click the item to be added to the list.

6. Repeat the process until all required fields have been selected.

7. Click Save for the changes to take place.

2.2. Change order of columns

To change the order of columns that are visible on-screen or in an Excel report, from the required page:

1. Click Configure Columns.

2. Select the display type to be adjusted.

3. Use the mouse and grab the arrow symbol on the left hand side of the relevant item.

4. Click and drag the entry up or down the list.

5. Drop the item in the desired place.

6. Repeat until the order is as required.

7. Click Save for the changes to take place.

2.3. Remove columns

To change the order of columns that are visible on-screen or in an Excel report, from the required page:

1. Click Configure Columns.

2. Select the display type to be adjusted.

3. Click Remove on the right hand side of the relevant item.

4. Repeat until all non-required items have been removed.

5. Click Save for the changes to take place.

3. List page configuration

The List selection when configuring columns alters the columns displayed on screen, as illustrated below.

4. Excel/CSV configuration

The Excel and CSV selections when configuring columns alter the columns displayed on the corresponding CSV or Excel report, as illustrated below. The Matrix selection (where included) also have the same functionality.

5. InForm column configuration

Column configuration in works in a similar way but there are a few nuances to be aware of. Refer to the Column Configuration page within the InForm user guide for more details.

6. Further reading

• Using and managing filters
• Attaching photos
• Scheduling emails and reports