How to Create and Manage Column Groups

A column group is a set of columns which can be related to each other.

Users will need the Edit Procurement Schedules permission to create and manage column groups.

• The first column group is frozen by default.

• You can restrict the access of users or teams to column groups.

• Column group names are unique. Felix informs you if a column group name already exists when you are adding or editing in the procurement schedule.

Creating a column group

A column is automatically created when you create a column group. To create a column group:

1. Click the plus icon in the column group name that appears on hover and select Create new column group.
   
   
2. Enter the Group name.
3. Click Save.
   
   

• Column groups are the ones located in the first row of the template.

Editing a column group

To edit a column group:

1. Hover over the column group name.
2. Click the small down arrow that appears on hover.
3. Click Edit.
   
   
4. Enter a new name.
5. Click Save.
   
   

Reorganizing a column group

To reorganize a column group:

1. Hover over the column group name.
2. Click the small down arrow that appears on hover.
   • Click Move Right from the dropdown menu if you want to move the column group to the right.
   • Click Move Left from the dropdown menu if you want to move the column group to the left.

Deleting a column group

To delete a column group:

1. Hover over the column group name.
2. Click the small down arrow that appears on hover.
3. Select Delete from the dropdown menu.
   
   
4. Click Submit to confirm the deletion.
   
   

Deleting a column group will delete all columns within the column group.

Hiding a column group

To hide a column group:

1. Hover over the column group name.
2. Click the small down arrow that appears on hover.
3. Click Hide from the dropdown menu.

Hiding a column group will hide all columns associated to it.

Unhiding a column group

To unhide a column group:

1. Click the Hidden Fields link beside the search bar.
   
   
2. Select the column name/s which belong to the column group you want to unhide by clicking the checkbox to uncheck. You can also use the search bar to search columns and click the checkbox to uncheck. This will unhide the column group.
   
   

You can unhide one or multiple columns in a column group to unhide the column group.