12.0 Grouping and column visibility release notes
Who is this article for?Users who want to know more about the 12.0 grouping and column visibility enhancements.
No elevated permissions are required.
The 12.0 release notes for grouping and column visibility introduce enhanced features aimed at streamlining data organisation and presentation within the system's multi-column lists.
1. Overview
The right-click utility to determine personalised column visibility and data grouping preferences has been redesigned to improve ease of use and introduce additional metadata options for Recommendation Tracking.
2. User guide
-
In multi-column lists like wizard menus, right-clicking now presents additional options:
-
Choose Adjust column layout and grouping to customise your preferences:
-
Under Visible columns, use the checkboxes to show or hide specific columns. In Recommendation Tracking and Reference Library, metadata columns are now included.
Note: Column rearrangement is done by dragging and dropping within the list itself.
-
Under Grouping, you can group data by compatible visible columns. In Recommendation Tracking, grouping options now include compatible metadata fields.
-
The new tool remembers user preferences, including grouping, even after restarting the client application. You can access recent groups by selecting Recent groups from the right-click menu:
-
This shows the current group in use and any other recent ones.
-
You can reset the grouping by selecting None or revert all settings to default using Reset to default.
-
Lastly, you can export the list to Excel by choosing Export list to Excel from the right-click menu. The Excel output retains all visual options and is stored locally in Audit Management then Generated Reports.