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Editing Columns

Every column in a dataview displays a Yesplan field. This can be a system field or a custom data field. You can edit the columns via the “Edit Columns” button.

The selection window for columns has two parts: the selected fields (left) and the available fields (right).

Selected Fields§

The left side of the selection window contains a list of fields that already appear in the dataview. The list shows the name of the field and its location in Yesplan’s structure. For example, within the scope of events

  • “Name” refers to the name of the event
  • “Name [Owner> Name]” refers to the name of the event’s owner
  • “Name [Location > Name]” refers to the name of the event’s location.

You can deselect, find, rename, move and group selected fields.

Deselecting a Field§

Deselect a field to delete it from the columns of the dataview:

  • Hover the cursor over the name of the field.
  • Click on the ‘-’ icon.

Finding a Field§

Sometimes you want to find a field quickly in Yesplan’s structure, for example to select a related field. To do this, click on the name of a selected field. Yesplan navigates in the list of available fields to the exact location. This enables you to find your fields quickly in Yesplan’s structure.

Renaming a Field§

The name of fields can be clear in the context of an event but much less clear when used as a table header. You can edit the names of fields:

  • Double-click on the name of a field.
  • Enter the new name.
  • Click on “OK”.

The table header will display the new name. Yesplan shows the original name between square brackets in the list. This makes it easy to ascertain which field it is.

Moving a Field§

By placing fields higher or lower in the list you are moving the columns more to the left or right in the table:

  • Click on a field and keep the left mouse button pressed.
  • Drag the field higher or lower.
  • Release the mouse button when a blue line appears between two fields.

The field will be moved to the position of the blue line.

Grouping Fields§

It can be handy to merge related fields under one table header. For example, you can merge the fields “Name” and “Email Address” of the owner of an event under the “Owner” column.

  • Click on a field and keep the left mouse button pressed.
  • Drag the field on top of another field.
  • Release the mouse button.

Yesplan automatically creates a field group with the table header “New Group”. You can change the name immediately. The group can be renamed later by double-clicking on it. To add another field to the group, move it to a position within the group. To delete a field from the group, move it to a position outside the group.

Attention

Yesplan only allows one level of groups. You cannot make a group within a group.

Available Fields§

The right side of the selection window contains a list of Yesplan fields that can be added to your dataview. If the field has a triangle to the right then it has an underlying structure and you can navigate deeper:

  • Custom data fields: the structure reflects the organization of your custom data, i.e. group – block – field (see Structure of Custom Data).
  • System fields: the structure reflects Yesplan’s internal structure. For example, the owner of an event can be linked to a (human) resource that also has an owner.

By clicking on fields you navigate deeper into the structure. You can select fields in two ways:

  1. by clicking on the ‘+’ icon
  2. by dragging

Attention

Groups and blocks for custom data cannot be added because they do not have a value. Therefore, they cannot be displayed in the dataview.

Selecting Fields via the ‘+’ Icon§

You can select fields by clicking on the ‘+’ icon.

  • If the icon has a dark color, the field is already selected. You can select fields several times so that they appear in your dataview several times.
  • Fields selected via the ‘+’ icon appear at the bottom of the list with selected fields. If they are part of a structure (e.g. “Location > Name”) a field group will be made. The field “Name” will then be part of the field group “Location” (see Grouping Fields).

Selecting Fields by Dragging§

You can also select fields by dragging them to the list of selected fields:

  • Click on a field and keep the left mouse button pressed.
  • Drag the field to the list of selected fields.
  • Release the mouse button when a blue line appears between two fields.
  • The field appears at the position of the blue line.

If you select a field in this way, only the field will be added. Yesplan will not make a fields group based on the overlying structure.