Customize display fields

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Customize display fields

You can customize the fields in the display area of Combining, Estimating, Inventory, Project Management, Production Control, and Purchasing dialog boxes. For example, you can change the column names and locations, move columns up and down, or adjust the column width or alignment.

For some modules, you can modify the display fields of the dialog boxes separately. For example, in the Purchasing module, you can customize the display fields separately for purchase orders and requisitions. Similarly, in Project Management, you can modify the display fields of drawings, change orders, RFIs, and journal entries separately.

  1. Click the Maintenance ribbon tab.
  2. On the menu, go to the desired module and select a suitable Edit Display Fields option.
  3. In the Display Fields dialog box, click Edit Types.
  4. In the left-hand list, select the set of settings that you want to modify.
  5. Click the arrow buttons to move the fields that you want to show to the Included list.

    The fields marked with an asterisk (*) are required fields that need to always be in the Included list.

  6. According to your needs, do any of the following.

    Note that all options may not be available when customizing the display fields in different modules.

    To Do this

    Change the order of the display fields

    1. In the Included Fields list, select the field that you want to move.

    2. Click the Move Up and Move Down buttons to change the position of the field.

      Note that the top item in the list will be the column to the far left of the display area in the module.

    Change the sort order of the display fields

    1. In the Included Fields list, select the field whose sort order you want to change.

    2. Click the Sort Order + and Sort Order - to increase or decrease the sort value of the field.

    Modify display field names, widths, and alignment

    Note:

    Be careful when customizing the names of display fields. Significant changes to the field names can prevent you from following the instructions given in the user guide or by the Tekla EPM support.

    1. In the Included Fields list, select the field that you want to modify.

    2. Click Properties.

    3. Type the desired values in the Display Name and Field Width fields.

      The display name appears in the column header, and the field width defines the width of the associated column.

    4. Select an alignment option in the Alignment list.

      The alignment affects the text alignments within the associated column.

    5. Click OK to save the changes.

    Highlight the input field corresponding the selected display field

    • At the top of the dialog box, select the Highlight Input of Clicked Cell check box.

    When you work in a dialog box and click a display field, the corresponding input field is highlighted.

    Select how main pieces are highlighted in the Production Control module

    • At the top of the dialog box, select an option in the Highlight Main Piece list.

    For example, if you select Bold & Italic, you can quickly identify main pieces at a glance. If you do not want main pieces to be highlighted in any way, select None.

    Add display types

    1. In the lower-left corner of the dialog box, click New.

    2. Enter a name for the new set of settings in the Description field.

    3. Click Add.

    4. In the left-hand list, select the new set of settings.

    5. Modify the settings according to your needs.

    6. Click Save.

      The changes you made are saved to the new set of settings.

    Revert to the default settings

    • At the bottom of the dialog box, click Set to Default.

  7. Click Save to save the changes and then, click the Close button (X) in the upper-right corner to close the dialog box.

    The fields of the dialog box are updated and will be shown the next time you open the module.

  8. In the Type list, select which settings you want to use by default in the associated dialog box.

    For example, you can select a set of personalized settings that you have created.

  9. Click Save.
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