Adding 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 Axis.

Complete the following steps:

1 Select one or more pipeline segments in the Select ROWs window (Figure 7-105). Click

Save to close the window.

2 Open the Edit <module> Data window. For example, click Data Entry > Edit CPDM Data to open the Edit CPDM Data window.

3 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 button

to display the Test Point Inspection grid.

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

5 Click the Customize tab

then the

Add button to open the New Layout Theme dialog box (Figure 7-106).

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

7 If you want to create a public theme, click the Public check box to place a check mark inside the check box. When the check box is empty, the layout saves as a private theme.

Note: Themes are either public or private. A public theme is available for use by all PCS Axis 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, click the Copy Content check box to place a check mark inside the check box. Then click the down arrow in the field Copy Fields From Theme and select a theme in the selection list.

If you do not want to copy fields from an existing layout theme, remove the check mark inside the Copy Content check box by clicking the check box.

9 Click

OK to save changes and return to the Layouts page (Figure 7-107).

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

a 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.

b Double-click a field listed in the left pane to move it to the right pane. Repeat this step as needed. The grid layout theme includes all fields listed in the right pane of the Layouts page.

c To remove a field in the layout theme, 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 up