Manage Workspace Columns and Rows

Owned by Natalie Gesin (Deactivated)
Last updated: Jul 05, 2023 by Jacob Mathews (Deactivated)
4 min read

In Automation Center workspaces, you can manage how data columns are displayed, arranged, and grouped as well as select additional columns to be displayed. You can also freeze or unfreeze panes or specific columns in the workspace for easier scrolling, as shown in the Events workspace example below. You can also sort column data displayed in the workspace, use custom filters to customize which data is displayed based on specific criteria, display row numbers and vertical lines in the workspace, and view rows in the workspace vertically for easy readability.

Manage how Data is Displayed in Workspace

Display Workspace Columns

To customize how workspace columns are displayed:

  1. In any Automation Center workspace, click the Grid tab.

  2. Click the column header. The column data is sorted in descending order by default. To sort the column data in ascending order, click the column header. To revert the view of the column values to descending order, click the column header again.

  3. Click the three red lines in the top row of the first column to select the Columns displayed in the data grid, Clear all filters, Unfreeze panes, Expand or Collapse all group entries by column values, fit column size to the column header or to data, restore all defaults, or refresh the data displayed in the workspace.

  4. To change the location of a column, drag and drop the column header from its original location to the new location.

  5. To change the column characteristics, click the arrow in the top right corner of the column header. You can sort, add, remove, freeze, find, and filter the column, as well as set date filters.

  6. To clear all custom settings, click Restore Defaults.

Rearrange Workspace Columns

To rearrange workspace columns:

  1. In any Automation Center workspace, click the Grid tab.

  2. Click Columns.

  3. Click to select a column name to display it. If the column name has a check mark next to it, it will be displayed. If there is no check mark, it will not be displayed.

  4. To rearrange the column order, click More on the Columns drop down.

  5. Click Add to add a column, or click Remove to remove a column.

  6. In the Selected columns pane, click the column name that you want to rearrange. Move the column up or down by clicking the Up or Down arrows.

  7. Click OK to save the column order changes or click Cancel to revert to the original column order.

  8. To clear all custom settings, click Restore Defaults.

Group Workspace Columns

To group workspace columns:

  1. In any Automation Center workspace, click the Grid tab.

  2. Click Group by.

  3. In the Group by dialog box, if there are no existing groups, click the Define columns to group by link.

  4. Click the Group item by drop down and select a column. Click the Ascending/Descending drop down and select a sort order.

  5. Click to check Show field in view to indicate that the columns used for grouping will be displayed in each row.

  6. Click green plus sign to add additional group levels. Click the red X to delete group levels.

  7. Click Save to save the Group by options.

  8. To clear all column groupings, click Ungroup on the ribbon.

  9. To clear all custom settings, click Restore Defaults.

Freeze/Unfreeze Panes

To freeze workspace panes:

  1. In any Automation Center workspace, click the Grid tab.

  2. Click Freeze Columns.

  3. Place the cursor in a data column and select Freeze Selected Columns to freeze that column or select Freeze First Column to freeze the first displayed column in the workspace.

  4. To unfreeze, click Unfreeze Panes on the ribbon.

  5. To clear all custom settings, click Restore Defaults.

Sort Columns

To sort workspace columns:

  1. In any Automation Center workspace, click the Grid tab.

  2. Click Custom.

  3. In the Sort dialog box, if there are no existing columns, click the Define columns to sort by link.

    Sort Dialog Box

  4. Click the Sort item by drop down and select a column. Click the Ascending/Descending drop down and select a sort order.

  5. Click green plus sign to add additional sort levels. Click the red X to delete sort levels.

  6. Click Save to save the sort options.

  7. To clear all custom settings, click Restore Defaults.

Add a Custom Filter

To add a custom filter:

  1. In any Automation Center workspace, click the Grid tab.

  2. Click Custom Filter.

  3. In the Filter dialog box, if there are no existing columns, click the Define filters link.

    Filter Dialog Box

  4. Click the Field drop down and select a column.

  5. Click the Condition drop down and the Value drop down and select the filter logic for search results. For example, you can search for records with the Event Type equal to Best Data.

  6. Click green plus sign to add additional filters. Click red X to delete selected filters.

  7. Click Save to save the filter options.

  8. To clear all filters, click Clear Filters on the ribbon.

  9. To clear all custom settings, click Restore Defaults.

Display Row Numbers and Vertical Lines

To display row numbers and vertical lines:

  1. In any Automation Center workspace, click the Grid tab.

  2. Click to select a row in the workspace and click the Show drop down.

  3. Click Row Numbers to toggle the display of numbers for all workspace rows.

  4. Click Vertical Gridlines to toggle the display of vertical lines between workspace columns.

View Row Details

To view row details:

  1. In any Automation Center workspace, click the Home tab.

  2. Click to select a row in the workspace and click View Row.

  3. In the View Row dialog box, the row details are displayed in vertical format. You can navigate backward and forward through all the rows in the workspace by using the Up and Down arrows.

Copy Workspace Data via the Clipboard

In Automation Center workspaces, you can copy, cut, and paste data from the workspace to the clipboard and subsequently to other areas of Automation Center.

To copy and paste data via the clipboard:

  1. In any Automation Center workspace, click the row which you want to copy.

  2. Click Copy on the ribbon.

  3. Navigate to an area in Automation Center where you want to paste the data and click Paste.