Add a Data Grid Layout Theme

A layout theme is a group of fields in a grid layout. Adding a new layout theme allows you to select which fields you want to include in the grid layout and then save the layout as a theme for later use. The following procedure applies to the grid layout for any data entry grid in PCS.

These instructions start with the assumption that a PCS module is already selected and the correct pipeline segments have been selected. For information detailing how to select pipeline segments, refer to Select ROWs.

Complete the following steps to add a data grid layout theme:

1. Click Modules > Edit <module> Data. For example, click Data Entry > Edit CPDM Data to open the Edit CPDM Data window.

2. Open the data entry grid that you want to add a new grid layout theme. For example, click the Inspection tab and then the Test Point tab to display the Test Point Inspection grid.

   

   Edit CPDM Data Grid - Test Point Information

3. If you want to collapse the Selected ROWs pane to view more of the grid, click the Selected ROWs bar. Clicking the bar again expands the pane.

4. Click the Customize tab.

   

   Customize Window

5. Click Add to open the New Layout Theme window.

   

   New Layout Theme Window

6. Type a name for the layout theme in the Enter Theme Name field (required).

7. If you want to create a public theme, select the Public check box. When the option is not selected, the layout saves as a private theme.

   Themes are either public or private. A public theme is available for use by all PCS users. A private theme is available only to the user who creates it.

8. If you want to copy fields from an existing layout theme, select the Copy Content check box. Then select a theme from the Copy Fields From Theme drop-down list.

   If you do not want to copy fields from an existing layout theme, deselect the Copy Content check box.

9. Click OK to save changes and return to the Layouts window.

10. Complete the following steps to add and remove fields in the new layout theme as needed:

    1. Click the toggle arrow for a field category in the left pane of the window to view a list of fields available for selection. For example, click All Fields.

    2. Check the check box for the field and click or double-click the field.

    3. Repeat this step as needed. The grid layout theme includes all fields listed in the right pane of the Layouts window.

    4. To remove a field in the layout theme, select the field and click or double-click a field listed in the right pane to move it to the left pane. Repeat this step as needed.

11. To change the order of fields listed in the right pane and subsequently in the grid, click and drag a field to a new position in the list. Or, select a field and then click the or button.

12. Click Save and Close to save changes and return to the data entry gird.

13. To apply the new layout theme to the data entry grid, click the Options tab to open the Options window.

    

    Options Window

14. In the View pane, select the new layout theme from the Select Layout Theme drop-down list.

15. Click Apply to apply changes and return to the data entry grid.