Customizing and saving data grids in SFM

All forms in SFM (windows containing data) can be customized to your liking, enabling you to have optimal usability of your SFM system. SFM provides options for you to add, remove, and move columns around on screen to set up your data forms in a way that best suits your needs. It allows you to click and move columns in the order you prefer, and you can also choose which columns you want visible in your forms. Additionally, your column setup will not interfere with the setups of other SFM users, as each user can modify their columns and data grids as they please.

Organizing column order

To set the column order in a form, click and hold your pointer over the header of the column, and then drag it to where you want it positioned.

Choosing columns to show in forms

Further, to choose the columns you want available in a given form, click on the black down arrow in the top-left corner of the form (as highlighted in the image below). Then, in the dropdown menu, click on Columns to open the Select Columns pop-up window.

Items marked with a check mark indicates that they are currently shown in the selected form. With the Select Columns open, select the columns you want visible in the form, and then click OK to confirm the changes.

Saving column customization and reverting to default setting

Finally, you can instruct SFM to remember your form customization. To do this, click on the black down arrow, and then click Save. The system will save the column setup for that particular form and for all future uses of the form. 

If you want the form to revert to its default columns, click on Default.