Edit Columns in a Super Search

After running a super search, the results can be customized by editing the columns of data. For example, additional columns can be added, multiple fields can be combined into one column, and column labels can be edited.

Edits to the columns are reflected if the super search results are exported. 

Add or Remove Columns

1. Navigate to a super search, and then click Edit Columns.
   
   
2. The List View Columns section displays the columns currently displayed in the search. 
   1. Click the trash can icon next to a column to remove it.
      
      
   2. Drag and drop columns into the desired order.
      
      
   3. Click the dropdown icon next to a column, and then click Duplicate Column to add another copy of the column to the list view.
      
      
3.  Click View All Columns to add additional columns.
   
   
   1. Locate a field using the lists in the modal, or use the search bar. Check the box for each field to add as a column, and then click Save.
      
      
4. Click Update.

Edit a Column Label

A column label can be edited as needed in a super search list view. This changes the header of the column but does not affect the actual name of the field in your site.

1. Navigate to a super search, and then click Edit Columns.
   
   
2. Click the pencil icon next to the column.
   
   
3. Enter the desired label, which displays as the column header. 
   1. Check the box for Display in Bold to make the column label and all data within the column display in bold text.
      
      
   2. Check the box for Display Field Label and enter the desired field label to add it before each result in the list view for the column.
      
      
4. Click Update.
   
   
5. Click Update.
   
   

The image below displays the column for the Organization Name field after the label was edited to “Grantee Partner”, Display in Bold was checked, and a field label of “Organization” was added.

Edit Currency or Date Column Formats

Formatting options are available for currency and date field columns.

1. Navigate to a super search, and then click Edit Columns.
   
   
2. Click the pencil icon next to the column.
   
   
3. Select options in the Format section, and then click Update.
   
   
4. Click Update.

Combine Multiple Fields in a Column

Up to five additional fields can be added to a super search list view column. This allows more data to be grouped within a particular column. For example, the Primary Contact Email and Primary Contact Title fields were added to the Primary Contact (Primary Contact Full Name) column in the image below.

1. Navigate to a super search, and then click Edit Columns.
   
   
2. Click the dropdown icon next to the column, and then click Add/Remove Additional Fields.
   
   
3. Locate a field using the lists in the modal, or use the search bar. Check the box for each field to add to this column, and then click Save.
   
   
4. Click the X icon to remove an additional field from a column if needed.
   
   
5. Click Update.

Edit the Code Display for a Column

When a code type is added as a super search column, several formatting options are available. 

1. Navigate to a super search, and then click Edit Columns.
   
   
2. Click the dropdown icon next to the column, and then click Edit Field Display.
   
   
3. Select the desired display options, and then click Update.
   1. Primary/Secondary - Select whether to view only primary code assignments, only secondary code assignments, or both primary and secondary code assignments.
   2. Coding Format - Select whether to view only the lowest level (most refined data) code assignment, a specific level, or the full coding path. If Specific Level is selected, enter the level in the Coding Level field that appears. 
   3. Coding Display - Select whether to view the full code name, the short name, the code ID, or the code number.
   4. Percentage Coding Display Option - If the code type tracks percentages, select whether to display the percentage assigned to codes in the results, the calculated amount assigned, or both.
   5. Separate Code Assignments By - If multiple code assignments are displayed for results, select whether to separate them with a semicolon or a line break.
      
      
      
4. Click Update.
   
   

In the example below, the Program Area column displays both primary and secondary code assignments separated by a semicolon, and displays the full coding path.