Custom Column & Column Management
Administrators can configure which columns appear in which order on the Management > Products table. This allows administrators to manage more details from the list view of the products as well as highlight the information that is important to their organization.
- Configuring columns
- Special-purpose system columns
- Creating your own columns
Note: Columns support a growing list of system columns that can be shown or hidden. You can create custom columns based on your existing tags and tag groups.
Configuring Columns
To configure columns, as an organization administrator, navigate to Settings > Columns or select the custom columns button in the Management > Products table. See below:
Once on the columns page, you will have a selection of "Available columns" and "Columns in use".
- Available Columns are columns that are hidden from view. By selecting the crossed-out eye icon, you can move it to the Columns in Use section and make it visible on the page you are configuring.
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Columns in Use are columns that are visible. By selecting and dragging the order, you can reorder how they appear on the page. By selecting the eye icon, you can hide that column and move it to the Available Columns area. Product Name cannot be hidden or moved.
- Revert Columns refreshes the page in the last saved configuration.
- Save button saves the configuration and makes the changes immediately applicable on the configured page.
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. It is likely that these configuration options will grow over time as we continue to add ways to help you communicate your product library. (Suggestions are welcome)
- Product Name (Fixed) - 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. Custom statuses are also configurable in Settings > Statuses
- Privacy Status - Displays the Privacy Status as configured in the Product Details screen. Custom statuses are also configurable in Settings > Statuses
- 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 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 - Toggle that enables making selected products appear first in the order of products presented in the organization library.
- Resources - 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.
- LearnCommunity Product State - Displays if a product is either Published or Retired in the LearnPlatform Community
- Note: A retired product allows you to continue to used the product in your organization. Please see more information here.
- Organizational Library Product State - Displays if the product is Active or Archived. The default view is to only show active products. Hovering over an entry will also indicate the date it the product was made active or archived. Please see more information here
- Company Name - Displays the Vendor Company name that owns/makes the product.
Creating Custom Columns
Creating your own columns allows you to add and track information that you care about at the product list level.
To create columns, as an organization administrator, navigate to Settings > Columns and select “Add Column”
From there, select the type of column you would like to add.
Name your column, and click Add
Custom Column Types
Tags- Create a column with a drop down menu of tags to easily associate tags with products in your library.
- Note: Tag groups will appear in the column in the order they are selected and the tags within the groups will be in the order and indentation level as defined in the tag group.
- Note: 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.
Note: Tags applied to products follow visibility settings assigned to them in Settings>Tags, Filters, Lists>Tags.
Number - enter and display numbers of interest: number of license, hardware quantities, PO numbers.
Cost - This column configuration supports the entry of costs at the whole dollar or with dollars and cents. Administrators may use this to track license costs, annual costs, contract costs, or per-students.
Date - This column configuration supports the entry of dates. Administrators could use this to contract expiration dates, last review dates, or DPA/Exhibit E expirations.
Text - Administrators can write short (200 character) notes and attach them to products at the list and detail levels. Ideas for this field could be short updates about in-process work, exceptions and/or additional context, or questions & clarifications.
Notes: Information contained in custom columns are only visible to LearnPlatform Admin, except for tags that are applied and set to be visible in the Organizational or Public Library