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Field options while editing

Field options control how Fields display in a Query. Any changes you save to these options on the Edit page become the default settings for the Query across the system.

Field options

View a Field's options by opening the Query in Edit mode and clicking the down arrow next to the Field's name.

The Field options dropdown menu with Pin Column, Sort, Move, Group, Aggregates, Format, and more
The Field options menu.

Pin Column

Pins the Field to the left or right side of the table, keeping it in place while you scroll. Unpin a Field by selecting No Pin under Pin Column, or by dragging the Field header away from its pinned side.

A grid with a column pinned to the edge
Fields pinned to the side of the grid.

Sort

Adds or removes sorting on the selected Field, ascending or descending. Clicking the Field header once sorts ascending, twice sorts descending, and a third time removes the sort. You can sort by multiple Fields at once: Fields with a sort configured show a number in the header denoting the sort order.

A grid sorted by multiple Fields with sort-order numbers in the headers
Multiple sorts at once.
note

The grid-level sort overrides any query-level sorting configured with the Order by option on the Edit page.

Move

Moves a Field to the beginning (far left), to the end (far right), or after a specific Field. You can also drag Field headers left or right.

Hide and Unhide

Hide hides a Field from view and excludes it from exported files. Unhide makes a hidden Field fully visible again and includes it in exports.

Unselect

Unselect removes a Field from the underlying Elasticsearch query (and the data grid) without removing it from the entire Query payload. This is the most secure option when you want to remove a Field's data from the underlying network query without removing the Field from the whole Query. Add it back to the grid by clicking the Columns button in the settings bar, finding the Field, and checking its box.

Group

Groups data into separate tables based on the distinct values of the selected Field. Add nested groupings by clicking Add Group in the grid settings bar and selecting the next Field to group by. Remove a group by selecting Remove group from the Field's options, or by clicking the X next to the group on the Group bar.

A grid grouped into separate tables by a Field's distinct values
A grouped grid.

Grouped data can show a summary without the details. Click the Summary Only toggle to display aggregate values for each group, with the total at the bottom. The Summary Only option is available on the Query edit and results pages and in Jobs.

A grouped result set with Summary Only mode applied
A grouped result set with Summary Only mode.

Aggregates

Displays aggregate values below the selected Field. The options depend on the Field's data type, and the values appear in the Aggregates Footer at the bottom of the result set.

A result set with an Aggregates Footer at the bottom
Aggregates on a result set.

When both groupings and aggregations are enabled, the grouping summaries show the aggregate values for each unique grouping, with an overall Aggregates Footer at the bottom.

A grouped result set with aggregations per group and a totals footer
Groupings with aggregations.

Format

Sets the alignment, style, column width, minimum height, and CSS formatting. Click Apply to save the settings. Use Default sets the alignment to Align Left and the width and minimum height to Auto.

The Format dialog with alignment, style, width, and extra CSS options
Format options.

Grid Settings

These options change the appearance of the entire table, unlike the standard Field options that affect a single column.

The Field options menu with the grid-settings section highlighted
Grid Settings.

Column width

Autosize all Columns adjusts every column's width to prevent truncating headers or cell values; Autosize this Column does the same for the selected column. Lock column width prevents the selected column's width from changing.

Page size

The default view shows all records on one page. The Page size option configures how many results display on each page.

The Page size submenu with options for all rows or 50, 100, 500, 1,000, or 10,000 rows per page
Page Size options.

Show Field alias

Shows the alias of the Field under its label. If aliases are already shown, this option changes to Hide Field alias.

Column headers with the Field aliases shown beneath the labels
Column headers with aliases enabled.

Change data type

Changes the Field's data type. If changing a data type would cause data loss, such as changing a Decimal Number to an Integer, revert to the original data type.

The Change data type submenu listing Boolean, Date, Decimal Number, Integer, Text, and other types
Data Type options.

Change alias

Changes the Field's alias. An alias is the name used internally by the Query and has stricter naming guidelines than the Field name. Aliases have no character limit, but long aliases are shortened to fit the column width.

note

Changing a Field's alias affects any calculated Fields that use it. Update the calculated Field to reflect the new alias.

The Change alias dialog prompting for a new alias
The Change Alias window.

Change label

Changes the column header of the selected Field.

The Change label dialog prompting for a new label
The Change Label window.

Remove Query Field

Removes the selected Field from the Query. Calculated Fields referencing this Field's alias will not work until the Field is re-added. To keep those calculated Fields working, hide or remove the Field using the Remove Flow Step instead.

Display options

Columns

The column selector lists all the columns in the Query, even those removed or hidden from the grid. Add or remove columns here.

The Columns field-picker panel with All, Text, Number, and Date tabs and a checklist of fields
The Column panel.

Aggregates

The Aggregates button in the settings bar manages all the aggregations for the entire grid. This selector lists every column, filterable by data type. Check a Field's box to turn on all its available aggregations, or expand a Field to choose specific aggregations.

The aggregation selector panel with expandable fields and aggregate checkboxes
The aggregation selector panel.

Options

The Options button in the settings bar reveals extra grid options, including hiding or showing the aggregate footer and aliases, or showing hidden Fields.

Hide and show

These settings hide the aggregate-values row at the bottom of the grid or the aliases in the header row. They change to Show Aggregates Footer or Show Field aliases when hidden.

The Options menu with Hide Field aliases, Hide aggregates footer, and Remove hidden fields from view
Hide and show the Aggregates Footer or Field aliases.

Reveal hidden Fields

The Options menu also has Reveal hidden fields. Revealed hidden Fields display in the grid with grayed-out, italicized text. Remove them from view again by selecting Remove hidden fields from view.

Save options

When you make changes to the Query's grid while editing and then save, you can Keep or Clear the display settings for the Query.

The Save Options dialog with Clear All and Keep choices
Custom view settings.
  • Clear All: after saving, the custom view settings for all Users are cleared and set to this view. This is the default and recommended choice when you change the appearance of the grid, or want the grid to look the same for all Users. When saving, this can also affect the grid appearance of Jobs with custom view settings for the Query.
  • Keep: after saving, Users keep their existing custom view settings. This is recommended for minor changes that do not affect the grid's appearance, or when you do not want to reset the grid for all Users.
Also available through the REST API
Everything on this page is built on Informer's public REST API, the same one the product uses, so your scripts and integrations can do it too. Developer reference: Queries.