Layout

Displays

• Certain displays fill the screen, other displays open on the right, moving the existing display to the left.

•  When you have two displays on screen you can adjust them as follows:

  • Click and drag the three vertical dots on the panel in the centre of the two displays left or right to resize the displays.

  • Use the Navigation Icons in the top left corner:

    • ▶ |: Moves the display on the left to the right. The contents on the right panel will be replaced.

    • |◀: Moves the display on the right to the left. The contents on the left panel will be replaced.

    • Square with green panel on the right: Click the square to close the display on the right.

    • Four coloured squares: Displays the menu buttons. If there are two panels open, the menu will be shown on the left and the panel on the right will remain.

Grid Views

Grid views provide the functionality to display data in a tabular form using columns (Fields) and rows (Records). The columns represent the various fields or attributes of the data, while the rows represent individual records or instances of the data. Records in the grid are displayed by setting a Data Filter and then clicking View (button).

Changing the Layout

The layout and appearance of the columns can be changed using the following options:

• Resizing: The column widths can be resized by dragging the separating line to the right of the column.

• Best Fit: The column can be automatically adjusted to fit the contents by right-clicking the column header and selecting Best Fit from the context menu. 

• Best Fit (All Columns): All the columns can be adjusted to fit the contents on the screen by right-clicking any column header and selecting Best Fit (All Columns) from the context menu. 

• Re-Ordering: Columns can be moved to a new horizontal position by long-clicking the Column Header and dragging the header to a new location. The green up/down arrows pinpoint the new location.

• Ascending/Descending Order: A column's contents can be displayed in ascending or descending order. The order can be changed by clicking the Column Header. 

• Removing a Column: Columns can be removed by right-clicking the Column Header and clicking Remove This Column on the context menu. Columns can also be removed using the Field Chooser (*).

• Adding Columns: Columns can be added or removed using the Field Chooser (*) which is the first column in most views. Clicking the Field Chooser (*) displays a list of available columns. A checkmark indicates the column will be displayed. 

• Other options include:

  • Click (All) to select all or none of the columns. 

    • Black Square: Some columns are selected.

    • Checkmark: All the columns are selected.

    • Blank: None of the columns are selected. 

  • Click (Sorted) to change the column display on the Field Chooser only:

    • Checkmark: The columns are listed alphabetically.

    • Blank: The columns on the Field Chooser match the layout of the columns on the screen.

ℹ️ If the layout is not saved, the default layout will be presented again the next time the user accesses that screen.

Menu Layout & Grids

The Menu (button) in most views will have layout options. These will be variations of:

• Save: Once a layout has been chosen as per the above instructions, a user can save the layout for that user's future use.

• Save (All Users): Once a layout has been chosen as per the above instructions, a user can save the layout for all users.

• Restore Default: Restores the default view for the user.

• Restore Default (All Users): This feature restores the layout to the default layout. A restart is required and users will be prompted to restart when the setting is accessed.

Grid Search

A Search Bar is displayed to the left of the workspace, directly above the grid. 

• A word or part of a word can be typed in the Search Bar and only the records that contain the word or phrase will be displayed.

• Click the X in the small circle to clear the search filter.

Column Actions

Column Grouping

A context menu can be accessed by right-clicking the column header. This menu has two grouping options:

• Group by This Field

  • Places the column that was right-clicked at the top.

  • The fields in that column will become headings with the entries collapsed below them

    • Click the arrow to expand the heading and view the entry.

  • Additional columns can be dragged next to the heading to further nest the records. 

  • The grouping can be changed by long-clicking a heading and dragging it before or after another heading.

  • Right-click the field that was opened and click Remove from Grouping to remove the column from grouping or drag the column back to the grid headings row.

• Group by Box

  • Opens a field at the top for a column to be dragged onto it.

  • The fields in that column will become headings with the entries collapsed below them.

    • Click the arrow to expand the heading and view the entry.

  • Additional columns can be dragged next to the column heading to further nest the records.

  • To undo the grouping:

    • Right-click the field that was opened and click Remove from Grouping on the context menu or right-click the space where you drag the headings and select Clear Grouping from the context menu.

    • Right-click the field header that was opened and click Group By Box again to deselect it.

Column Filtering

• To filter column information, click the small filter icon on the right of a Column Header and select an option from the dropdown list.

  • The dropdown list depends on the information in the column. For example, a Date column will include options to filter on relative date periods.

  • Checkmarks = The content will be displayed.

• When a column is filtered the information is displayed in the bottom left of the screen. Click the red X on this display to clear the filter.

Column Alignment

• Fields in a column can be left or right-aligned or centred by right-clicking the Column Header, hovering over Alignment, and clicking one of these options:

  • Align Left

  • Align Right

  • Align Center