How do I configure columns and create custom columns?
As an administrator, you can configure which columns appear in which order in the Management > Products table. To do this, you can either show or hide existing system columns or create custom columns based on your existing tags and tag groups.
This allows you to manage more details from the list view of the products as well as highlight the information that is important to your organization.
Note: To manage columns, you need to have an Organization Administrator role.
View System Columns
The platform comes with several out-of-the-box system columns that are available but may or may not be visible until you configure them. These provide special functionality that can be configured on a per product basis.
- Product Name (Fixed): displays the name and logo of the tool. This is the only column that cannot be hidden or moved.
- PPL Visibility: only visible when the Public Product Library (PPL) is configured. The toggle displays visibility according to the configured status rules along with an option to override.
- Status: displays the Approval Status as configured in the Product Details screen. You can configure custom statuses in Settings.
- Privacy Status: displays the Privacy Status as configured in the Product Details screen. You can configure custom statuses in Settings.
- Price: displays the per affected student per year cost as configured in the Product Details cost calculator.
- Contract End Date: displays the contract end date as configured in the Product Details. This date is also optionally visible in the Public Product Library (PPL).
- Our Educators: displays the average overall grade as evaluated by members of your organization.
- Community: displays the average overall grade as evaluated by all members of LearnCommunity.
- Pin in Library: a toggle that enables making selected products appear first in the order of products presented in the organization library.
- Resources: displays a count of attached resources. Resources of types text, document, link and form can be attached to products in the Product Details page.
- Grade Level: default collection of Grade Level tags.
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LearnCommunity Product State: displays if a product is either Published or Retired in the LearnPlatform Community
- A retired product allows you to continue using the product in your organization.
- Organizational Library Product State: displays if the product is either Active or Archived. The default view only shows active products. You can also check if a product is active or archived when you hover over an entry.
- Company Name: displays the Vendor Company name that owns/makes the product.
Configure Columns
To configure columns, click the Management drop-down menu [1] and then select the Products link [2].
Click the Columns icon [3].
On the columns page, the Available Columns and Columns in Use display.
Available Columns are columns that are hidden from view [1]. To move a column to the Columns in Use section, click the Crossed-Out Eye icon [2]. This makes it visible in the page you are configuring.
Columns in Use are columns that are visible [3]. You can reorder how they appear on the page by using the Drag and Drop option [4]. To hide a column and move it to the Available Columns area, click the Eye icon [5].
To refresh the page to the last saved configuration, click the Revert Column icon [6].
To apply the changes, click the Save button [7]. This saves the configuration and makes the changes immediately applicable on the configured page.
Note: The Product Name column cannot be hidden or moved.
Create Custom Column
Creating your own columns allows you to add and track information that you care about at the product list level. To create a custom column, click the Add Column button.
Note: You can also access the Columns page by clicking the Settings tab and selecting the Columns tile.
Add Column Details
In the Add Column window, click the Type of Column drop-down menu [1] and then select the type of column you want to add [2]. The types of custom columns you can create are Tags, Number, Price, Date, and Text.
If you selected Tags, Number, and Price, configure the field below the Column Name [3].
- Tags: Select the tag groups you want to add.
- Number: Set your preferred number format.
- Price: Set the price format.
Add a name for your column [4]. Then, click the Add button [5].
View Custom Column Types
You can view your custom columns in the Management page.
Tags
You can create a column with a drop-down menu of tags to easily associate tags with products in your library.
Notes:
- Tag groups display in the column in the order they are selected. Additionally, the tags within the groups will be in the order and indentation level as defined in the tag group.
- Single Select tag groups cannot be added in combination with any other tag group in a column. Many multi-select groups can be combined in one column.
- Tags applied to products follow the visibility settings assigned to them.
Number
You can enter and display numbers of interest: number of license, hardware quantities, or PO numbers.
Price
This column configuration supports the entry of costs at the whole dollar or with dollars and cents. You may use this to track license costs, annual costs, contract costs, or per-students.
Date
This column configuration supports the entry of dates. You can use this to contract expiration dates, last review dates, or DPA/Exhibit E expirations.
Note: Information contained in custom columns are only visible to LearnPlatform admins, except for tags that are applied and set to be visible in the Organizational or Public Product Library.