How do I add / remove columns on the My View and Search Results pages in CCH Axcess™ Workflow?
- Article Type:
- How To
- Last Modified:
- 11/05/2022
Objectives
Add/Remove columns on the My View / Search Results Pages.
Environment
- CCH Axcess Workflow
- Manage Custom Grid
Procedure
You can add/remove the columns in the Search/My View Page using the Utilities tab. Please follow the below steps to add the required columns on the Search Grids using the ‘Manage Custom Grid Settings’ utility under the Setup Utilities.
Add/Remove Columns in Search/My View:
Add/Remove Columns in Search/My View:
- On the My View page, click the Utility Gear .
- Go to Setup Utilities > Manage Custom Grid Settings utility.
- Select the checkbox next to the required column in the ‘Available Columns.’
- The selected column will be added to the bottom to the selection box.
- Click the ‘X’ icon in the ‘Selected Columns’ to remove columns.
- Click Save for My View to save changes to the My View Only.
- Note: Click Save for My View and Search to save changes to both the My View and Search Results Pages.
- Log out and back in to view the changes.
- The Manage Settings and Defaults User Rights will give access to the Manage Custom Grid Settings utility.
Additional Information
For additional information on Manage Custom Grid Settings, see our solution on how to re-arrange the order of the columns on the My View / Search Results page in CCH Axcess™ Workflow.
Solution Id | 000234186/How-do-I-add-remove-columns-on-the-My-View-and-Search-Results-pages-in-CCH-Axcess-Workflow |
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Direct Link |