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Table View: Add Related Columns

Distributor steps for adding columns from related tables to a table view in Encompass using Columns > Add Columns, then saving it as a view. Includes a video. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Add Columns from Related Tables in Table View


1. Navigate to any table.
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2. Click the Columns button.
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3. Click the Add Columns button in the fields menu.
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4. Browse fields on related tables, clicking the + sign to open table folders and view it's fields.
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5. Click to select a field to add to the Field Menu.
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6. Click Select when complete.
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7. Drag and Drop to reorder in the Field Menu and click "Create View" when complete.

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