Grid columns can be arranged for a logged in user but there should be functionality to modify column order globally, particularly when adding UD fields which initially land at the far right end of the grid. Example: Subcontractors tab in the PM Daily Logs form.
Company | Sachse Construction |
Job Title / Role | Vista Implementation Team |
I need it... | 12 months |
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I have successfully worked around the pesky Stored Procedure dbo.vspFieldGridOrderReset Updating dbo.vDDFIc GridCol = Seq where FieldType = 4.
This was accomplished by setting dbo.vDDFIc.FieldType = 0 and then setting dbo.vDDFIc.GridCol = the order we want fields to show up by default
I made a backup of dbo.vDDFIc and saved the SQL statement I used to update dbo.vDDFIc, just in case and for documentation sake.
We have been running this on 2021 R2.04 for a couple weeks now on 7 fields, to test before wide rollout. My plan is to roll this out to all grid fields for our main forms throughout this week
FieldType=1: Notes Field
FieldType=2: Key Field
FieldType=4: Custom Field
I propose instead of copying a column order to each end user, we instead allow an admin user to copy their column order to the default grid order, stored in dbo.vDDFIc.GridCol
This requires:
Change dbo.vspFieldGridOrderReset
The SP that is executed when any user presses the reset column order Btn in the vista client/frontend
It would be great if then vista had a form/process to "apply current user grid column order as default" on a per form (and include or exclude all linked forms/tabs)
however this is just to make this feature easier for vista clients not comfertable with SQL
Benefits of this approch
Allows Vista Customers to customize the default column order
Allows End Users to still cutomize their column order, and reseting the column order resets it to the correct/customized default.
Allows Admin Users to customize the default and it apply in real time to all users who have not customized their UI
This is important for EX. adding a udField, and needing to change the default column order for all users, without overriding & deleting power users custom column order.
If you need to enforce a 100% no customization policy, you could probably add a trigger to dbo.vDDUI that rolls back all inserts and updates. Then delete all user customizations/rows from this table
The fallowing SQL allows us to modify/save the standard grid column in dbo.vDDFIc.GridCol. This is the default grid column order that the Vista Client software defaults to if the user has not set a custom grid column order for that form.
This was working as of R2.01, however:
It is not recommended to modify a vista standard Stored Procedure as all modifications will be wipped out every time you update vista.
To my knoledge, modifications to vista standard Stored Procedures are not covered under the warrenty/support policy.
Modifications that vista is unaware of may break or cause unknown side effects that are hard to track down.
USE [Viewpoint]
GO
/****** Object: StoredProcedure [dbo].[vspFieldGridOrderReset] Script Date: 12/9/2021 12:38:27 PM ******/
SET ANSI_NULLS ON
GO
SET QUOTED_IDENTIFIER ON
GO
/****** Object: Stored Procedure dbo.bspHQCompanyVal Script Date: 8/28/99 9:34:49 AM ******/
ALTER proc [dbo].[vspFieldGridOrderReset]
/********************************
* Created: kb 09/02/03
* Modified: TJH allow vDDFIc gridCol Customization AKA custom Standard Column Orders
*
* Called from FieldProperty form to update properties to vDDFIc, vDDUI
*
* Input:
* no inputs
* Output:
* @msg - errmsg if one is encountered
* Return code:
* 0 = success, 1 = failure
*
*********************************/
(@form varchar(30), @username varchar(128), @msg varchar(255) output)
as
set nocount on
declare @rcode int
select @rcode = 0
update vDDUI set GridCol = null
from vDDUI u
where u.Form = @form and u.VPUserName = @username
/* Commenting this out would allow us to set a custom order to dbo.vDDFIc.GridCol, which is the Grid Column Order used if the users has not overridden/customized that form. AKA dbo.vDDFIc.GridCol is the DEFAULT Column Order
update vDDFIc set GridCol = Seq from vDDFIc
where Form = @form and FieldType =4
*/
bspexit:
return @rcode
This would be very helpful in the onboarding process of new hires.
VP, any chance this will be implemented somewhat soon?
Hi Andre,
I can't really share it because it's a procedure Viewpoint's services group created, uploaded and then attached to our implementation. Even if I knew where to find it, I'm sure I agreed in the contract that it is their intellectual property and I can't share it or sell it. But I would think it would be something they could re-create for you at a reasonable price because it's basically already done.
But I also see this idea is in review, so maybe they will roll it out for everyone. It's been really helpful to tailor the Viewpoint grids to follow our workflow. Thanks,
Eric
Eric, I know this is a lot to ask, but would you mind sharing that?
I have suggested this too. We had them write a procedure called 'Copy Preferences and Setup' that copies grid column order and a few other things from one user to another. We have one user who keeps our master column order to follow our workflow, and then we copy her setup to new users. So really this is done, they just need to roll it into the base product!