Print Topic

In this Topic ShowHide

Modifying a Table Tag

After the Table Tag is defined, you can:

• Change the Table Tag Name and Description

• Change the Table Tag attributes

• Add or remove the headers, header background color, and odd row background color

• Add or change the Column Tags

• Reorganize the Column Headers

• Inactivate a Table Tag

• Delete a Table Tag that is not assigned to any contract templates

Changing the Table Tag Name and Description

Follow these steps to change the attributes of a table tag, such as the Tag Name, Tag Description, and Table Tag format options.

1. On the Contracts page, click the Tags tab.

2. Optionally,  click the Filter icon to display the filter criteria boxes. Use the Filter boxes to search for the tag to be changed.

3. In the Tags grid, click the Edit icon that corresponds to the table tag to be changed. The Add/Edit Tag page appears with the General tab selected.

4. If applicable, change to the Tag Name and/or Tag Description.

5. Click the button to save the change. The Contracts page appears.

Top of Page

Changing the Table Tag Attributes

Follow these steps to modify the Table Tag form, add and/or change Column Tags, and to reorganize the Column Headers.

1. On the Contracts page, click the Tags tab.

2. Optionally,  click the Filter icon to display the filter criteria boxes. Use the Filter boxes to search for the tag to be changed.

3. In the Tags grid, click the Edit icon that corresponds to the table to be changed. The Add/Edit Tag page appears with the General tab selected.

4. Click the Table Tag tab displayed, i.e., Benefit Table, Job Table, or User Defined Table.

5. Make the required changes:

• If applicable, use the Include Table Headers, Include Table Border, Include Header Background Color, and Include Odd Row Background Color check boxes to change the Table Tag formats.

• In the Table Tag grid, click the Edit icon that corresponds to the Column Tag to be changed. Use the Add/Edit Table Tag Column page to change the Table tag attributes.

Click the button to save the change.

• In the Table Tag grid, click the icon to add a Column Header tag. Click the appropriate link for more information about adding Column Header tags.

• Adding Column Header tags to a Benefit Table tag

• Adding Column Header tags to a Job Table tag

• Adding Column Header tags to a User Defined Table tag

• Click the Move Selected Row Up icon to move the Column Header up one or more rows in the grid. Click the Move Selected Row Down icon to move the Column Header down one or more rows.

• Click the Delete icon to remove a Column Header tag.

6. When finished, click the button to save the change.

Top of Page

Inactivating a Table Tag

Follow these steps to inactivate a table tag to exclude that table tag from the contracts to which it is attached. The warning message "The [Tag] tag for the [Tag Name] tag has been inactivated, however, the following active contract templates are using the [Tag] tag for [Tag Name] tag: [Contract Templates]" will display if the inactivated table tag is used in one or more contract templates.

LINQ recommends removing the inactive table tag from the applicable contract templates. If not removed, an unmerged tag will display in its place.

1. On the Contracts page, click the Tags tab.

2. Optionally,  click the Filter icon to display the filter criteria boxes. Use the Filter boxes to search for the tag to be inactivated.

3. In the Tags grid, click the Edit icon that corresponds to the table tag to be inactivated. The Add/Edit Tag page appears with the General tab selected.

4. Click yo clear the Active check box.

5. Click the button to save the change.

Top of Page