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Customize Table Columns Displayed by Default

Steps to change which columns show by default on a table or sub table in Encompass using the Table Map dashboard (Display By Default fields). Applies to all users in the company. Requires v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Steps

1. Navigate to the Table Map dashboard
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2. Search for the table or sub table you want to update
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3. Click Map Table
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4. Click Edit
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5. Toggle on "Show System Columns"
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6. Update the Columns
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a. To update columns displayed by default on the full Table View:
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  • Locate the column of the table field you want to update
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  • Set the Display By Default field to Yes or No


b. To update columns displayed by default on the Sub Table View:
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  • Locate the column of the table field you want to update
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  • Set the Display By Default in Subs field to Yes or No


7. Click Save

Fields And Definitions

  • Display By Default - Controls which columns are displayed when viewing the full table
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  • Display By Default in Subs - Controls which columns are displayed when viewing a table as a Sub Table

Best Practices

  • Updating which columns display by default on tables or sub tables updates the view for all users in the company, not just the user updating the Table Map

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