Custom View

Last modified 18:38, 2 Nov 2012

Custom Views

Custom Views determine how many fields are displayed for each table.

Different Views can be selected and applied from the table's View Selector drop-down list on its function bar. If the table includes groups, the change of view applies equally to all groups in the table. For more information go to Applying Custom Views, below.

New custom views can be created using a standard view creation process. This process is described below in the Create Custom View topic.

The fields display either data or icons, in some instances the user can choose which to display.

Other aspects of the table's appearance, such as column width, can be altered directly from the table, for more information go to Modifying Custom Views from the Table, below.

Applying Custom Views

Your SOFTWARE has a default view which applies until you either alter the default and save it, or create new custom views.

Assuming new custom views have been created, to apply a different custom view, go to the View list in the function bar and click on the down arrow to drop-down the list of available views:

funcbar_viewselctrldropdwn.png

Select a view from the list, and single left mouse click on it to apply it to the table.

Only the data fields which you selected will display for all the rows in the table.

The view is applied across the groups, and you do not need to open or close the groups for the new view to be applied.

Create Custom View

To create a custom View, select the Configure View... command from the Action menu in a table's function bar.

The Configure View dialog box will open.

Click the New button to create a new view. Enter a new name in the New View text box and click OK.

Check the boxes to include the heading as a column on the table:

viewhdng.gif

Un-check data types to exclude them.

For each table the types of data fields available for selection will vary.

If more fields are selected than can be displayed given the width of the work area, a scroll bar will appear at the bottom of the table. Drag the scroll bar in either direction to view all the columns.

Select Heading to change its Order

Select the Heading, it will be highlighted with a blue background:

viewmove.gif

Use the promote/demote buttons on the right margin of the dialog box to move the heading up and down in the list. This will move it left or right when it is displayed in the table's column headings.

You can also grab a Heading with your cursor, and drag and drop it to another position.

Select Heading to Rename it

Select the Heading (see above) and left mouse click on it. The Edit column heading text box will appear:

viewhdgname.gif

Enter your preferred name for the heading and click OK. The new name will replace the name in the column heading.

Modifying Custom Views from the Table

Column Order

You can rearrange the order that the columns appear in the table. Click on the heading of the column that you wish to move and, while holding down the left mouse button, drag the heading to the new location in the table.

Column Width

Roll the mouse cursor between two columns, the cursor will change to show two lines with an arrow pointing in either direction:

view_resizecolumns.gif

Hold down the left mouse button and drag the pointer to adjust the column width.

Save the page, and you will save these changes.

Saving Changes

When you have completed the changes to the table, click the save icon butn_save.gif in the table's function bar to save the changes.

The next time you open the table, the View that was applied at the time of saving will be applied to the table.

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