Customize a Window
There are several ways you can customize the look and feel of a specific
window.
- Change the sort order of the information in a grid - Any time
there is information that displays in a grid, you can click on a column
heading to sort the information in that window by that column. Click the
column heading again if you would like the window to sort the information by
ascending rather than descending order. You can also hold down SHIFT while
clicking on a column heading to set up a secondary sort.
- Change the order of the columns in a grid - You can
change the order in which the columns display in the grid by moving the
column headings. Move the mouse to a column heading, right click on the
column heading and hold, and then move the mouse to the left or right to
specify where the column should be placed on the grid.
- Remove or add columns to a grid - You can
change the columns that display in a window. For example, in the Customer window (Customer icon
), right click on the section of
the window that displays the customer records. This will bring up a menu
that displays all of the columns in the window (customer number, first name,
last name, mailing address). Since the window also displays a child table
(the Expand button next to each customer record is used to display the
customer account attached to the customer record), the Accounts child table
will also display on the menu. Move the cursor down to the Accounts table
and another menu will display. This secondary menu will display all of the
columns in the Accounts table that can display on the window (account
number, system, status, D, balance, service address). Change the selection
in this sub-menu to select the columns you would like to display when the
Expand button next to the customer record is clicked.
- Change the grouping of the information in a window - Some windows
allow you to change how the information in the window is grouped and sorted.
If you can change the sort order or grouping of the information in a window,
there will be a section at the top of the grid that reads "Drag a column
header here to group by that column." For example, the Exceptions step of
the Payroll module Computer Checks process (PR> Computer Checks>
Exceptions). The Exceptions step displays all of the exceptions or errors
generated during the generate step. If you move the Employee Number column
to the upper section of the window, the information that displays in the
window will be grouped by employee number.
- Change the tab order of a window - There is a Tab Order feature
on windows that are used to enter a large amount of information (for example, the
Edit Invoices window in the AP module Invoices process). The Tab Order
feature allows users to select the order that they will enter information
into the window and even which fields will display on the window.
Click here for information on the Tab Order
feature.
- Add security on fields - The DB Security feature (SS>
Maintenance> DB Security) allows you to set up fields in the database as read
only or no access. Fields that are set up as read only can be viewed by
users, but not modified. Fields that are set up as no access, for example,
social security numbers, will not display on the window.
Click here for information on
DB Security.
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