Managing Display Formats

Display Formats enable you to predefine search display views. You can use these views to look at different sets of attributes of the items, change objects, or structure components that are returned by the search. Item display formats, by default, always include the item number, item description, item catalog category, and revision level. Change display formats always include, by default, the change number. Structure display formats always include, by default, name, description, and component revision.

You can create item display formats using primary, operational, and user-defined attributes. Select user-defined attributes from attribute groups associated with any of the following business entities:

Both administrators and users can create display formats. Administrator-created display formats are available to all users. User-created display formats are available only to the users who created them.

arrow icon   To create an administrator level display format:

  1. Administrators can create display formats from the respective item catalog category definition page for an item, the structure type definition page for a structure, or the change category list page for a change object. You can access these pages via the Setup Workbench link in the Applications tree menu.

  2. From the object's definition page (either the Basic Information page for an item catalog category or structure type, or the Categories page for a change object), click the Display Formats link.

    Note: On the change management Categories page, click the Display Format icon in the row of the category for which you wish to create a display format.

  3. On the Display Formats page, click Create.

    Note: When viewing display formats for structures, the name of this page is Search Results Format.

    Alternatively, you can click Copy to select an existing display format and copy its columns into a new display format. You can add additional, new columns into this copied display format, too.

  4. On the Create Display Format page, provide the name and a description for the display format. Also, select the number of rows you want to display per page.

    You can set this display format as the default display format for the object by clicking Set as Default. Note that the name of the respective item catalog category, structure type, or change category already appears.

    In the View Columns region, specify the columns you want to display in the search results display. If you simply wish to locate a single attribute, enter its name and click Find. To search for attributes by business entity (for item catalog categories only) and attribute group, select the business entity, click Go, then select the attribute group and click Go again.

    Additional Information: If you want to include the attribute Default Material Status in your display format, you must also include the attributes Lot:Control and Generation. You can find these attributes within the Item Organization business entity and the Inventory attribute group. For more information about these attributes, refer to the Oracle Inventory User's Guide.

    For structures, search for attributes either by structure type (you do not need to specify a structure type because you are always in the context of a structure and structure type) or by catalog category. To search for attributes by structure type, select Component. To search for attributes by catalog category, select Item. If you select Item, you must specify a catalog category.

    You can move display attributes back and forth from the Available Columns list to the Selected Columns list via the Move, Move All, Remove, and Remove All shuttles.

    Note that you can rename the columns that will appear in your display format by clicking Rename Columns. On the Rename Columns page, the original column names that you have already selected are listed. Enter the new column names in the New Column Name field and click Continue.

    In the Sort Order section, you can select up to three columns upon which to sort the display results. You can also specify whether or not the search results in these columns be displayed in ascending or descending order. Only indexed and non-secured attributes (attributes that are not secured by a view or edit privilege) are available for sorting. Thus, you cannot sort secured attributes.

    Under "Display Sections," (available only for items and change objects) you can select which sections will be displayed in your search results. Sections are displayed as a column containing an icon with a direct link to the section. For example, to include an Attachments link on your search results page, select Attachments from the Available Sections list and move it to the Selected Sections list.

  5. Click Apply to save your display format definition.

    Note: Set up a display format to include item multi-row attributes the same way you set it up to include single attributes. After the list of items that met your search criteria appears, click the Show link for a particular item. The Show region displays the multi-row attributes.

arrow icon   To update an administrator level display format:

  1. Administrators can update display formats from the respective item catalog category definition page, the structure type definition page, or change category list page--all of which are accessible via the Setup Workbench link in the Applications tree menu.

  2. From the object's definition page (either the Basic Information page for an item catalog category or structure type, or the Categories page for a change object), click the Display Format link.

    Note: On the change management Categories page, click the Display Format icon in the row of the category for which you wish to update a display format.

  3. On the Display Format page, click the Update icon in the row of the display format you wish to update. You can only edit the display formats that are explicitly associated with the item catalog category, structure type, or change category originally selected.

  4. On the Update Display Format page, you can update the name, description and other columns of the display format. You can also add/remove/rename columns and modify sort criteria.

  5. Click Apply to save your display format definition.

arrow icon   To create a user level display format:

  1. Navigate to the Advanced Search page for items, change objects, or structures.

    For items, click on the Advanced Search link in the Applications tree menu. For change objects, click on the Issue, Idea, or Change Advanced Search link in the Applications tree menu. See Searching for Items in a Structure for instructions on how to navigate to the Advanced Search page for structures.

  2. On the Advanced Search page, select an Item Catalog Category or Change Category (whichever is appropriate for your context) or, alternatively, an Alternate Catalog, and click Go.

    Optionally, you can limit your search further to a certain organization, revision, and, if you selected an Alternate Catalog, alternate category.

  3. Click Personalize in the Display Format section.

  4. On the Personalize Display Formats page, click Create or click the Copy icon for one of the existing display formats.

  5. Once in the Personalize Display Formats page, follow the steps for "To create an administrator level display format:" listed above. Begin at the step where you are in the Create Display Format page.

  6. Click Apply to save your display format definition.

arrow icon   To update a user level display format:

  1. Navigate to the Advanced Search page for items, change objects, or structures.

    For items, click on the Advanced Search link in the Applications tree menu. For change objects, click on the Issue, Idea, or Change Advanced Search link in the Applications tree menu. See Searching for Items in a Structure for instructions on how to navigate to the Advanced Search page for structures.

  2. On the Advanced Search page, select an Item Catalog Category or Change Category (whichever is appropriate for your context) or, alternatively, an Alternate Catalog, and click Go.

    Optionally, you can limit your search further to a certain organization, revision, and, if you selected an Alternate Catalog, alternate category.

    For structures, you do not need to specify a structure type because you are always in the context of a structure and structure type.

  3. Click Personalize in the Display Format section.

  4. On the Personalize Display Formats page, click the Update icon of the display format you wish to update. You can only update your user display formats that are explicitly associated with the item catalog category, alternate catalog, structure type, or change category originally selected.

  5. On the Update Display Format page, you can update all of the display format fields.

  6. Click Apply to save your display format definition.

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