Customize the View -- Document Lists

The document list windows have a default view for the Active Documents window and another for the Inactive Documents window. The default view cannot be modified, but an administrative user can configure and save additional views. All users can see these system-wide layouts and select any of them. You can also configure and save your own default view for each document window. A user-defined view can be seen only by the user who created it.

NOTE: When customizing views EasySpooler only displays the documents that security allows. For more information see Security.

Save Your Own Default View

You can set your own default view by making selection from the options on the preferences bar and the clicking the disk icon at the end of the bar. At a minimum, make a selection from the Search menu or select Preferred Only.

The view is saved as your default view so that whenever you log in as the same user, the documents list windows opens to your default view. Each EasySpooler user can save one default view for both the Active Documents and Inactive Documents lists.

Configure a System-wide View

NOTE: You must be an administrative user to execute this procedure.

To add a new system-wide view and select columns:

Click Documents on the main menu and select Active documents or Inactive documents from the drop-down options.
Open the pull-down list in the Views field and select Configure under System. The Active Document Views (System) window opens.
Click +Add View to add a new view. The Add List View window opens.

Define the documents view by entering information in the appropriate fields. Refer to the table that follows for guidance.

Add List View window
Info Type	Definition
View name	Name for the destination view you are adding.
The next fields allow you to select which columns will appear on the view you are adding.
Included/Excluded Columns	At least one column is required in the Included Columns list. Hover over a column name in the Included Columns or Excluded Columns lists. Using the crossed arrows icon drag the column names between the Excluded Columns and Included Columns lists. NOTE: You can change the order in which the columns appear by dragging the column names up or down in the Included Columns list.
Add Option Column	If you want to add a column that is not available in the Excluded Columns list, you can enter a field name from the options file (o.file). Enter the name of the field you want to include and click Add Option Column. The field will be added to the end of the columns in the Included Columns list.
The next fields allow you to define sort options for this view.
Include sort	If you want specific sort options for this view to be used check the box. If this field is not checked, the fields on this destination list will be sorted based on the default or previous list view that was last used. For example: The current Destinations list view is the Default view, which is configured to sort by the column Name, and in Ascending order. If you want this new destination list view to sort by a different column, you must check the box. Then select the sort column and direction below.
Sort column	From the drop-down options, select the column name for which to be used as the sort option for this destination list view. The Include sort option above must be selected if you want to sort this destination list view on a specific column.
Sort direction	Select Ascending or Descending.
The next fields allow you to select search options and Preferred Only to will be included for this view.
Include search	If you want specific search options for this view to be used check the box. If this field is not checked, the search options are based on the default or previous list view that was used.
State	If you want this list view to include destinations based on a specific state, select one of the options from the drop-down list.
Preferred Only	Check this box if you want this view to include only the destinations that were defined based on user preferences that were defined. For more information see Preferences.
Search field	If you want this view to display information limited to a specific search criteria, select the option in the Search field, select the option from the second field or enter the information in the blank field that follows.

Arrange the columns in the desired order on the Included Columns list by dragging the field using the crossed arrows icon .
After you have made all selections click OK on the Add List View window. The Active (or Inactive) Document Views (System) re-opens and includes the new view.
To change the order in which the views will be displayed in the View pull-down list on the preferences bar, use the arrows to the left of the appropriate row to drag the views to the desired order.
Click OK on the Active (or Inactive) Document Views (System) window to save the new system-wide view.

To change, duplicate or delete a system wide view:

Click Documents on the main menu and select Active documents or Inactive documents from the drop-down options..
Open the pull-down list in the Views field and select Configure under System. The Active Document Views (System) window opens and lists any previously defined views.
Find the view you want to change, duplicate or delete.
Take the appropriate action:

If you want to..	Then...
change a document view	Click the select iconat the end of the appropriate row. The Change List View window opens. Make the changes. See the table in Add System View above. Click OK on the Change List View window. The Active (or Inactive) Document Views (System) window re-opens. To change the order in which the views will be displayed in the View pull-down list on the preferences bar, use the arrows to the left of the appropriate row to drag the views to the desired order. Click OK on the Active (or Inactive) Document Views (System) window.
duplicate a document view	Click the duplicate icon at the end of the appropriate row. The Change List View window opens. Make the changes. See the table in Add System View above. Click OK on the Change List View window. The Active (or Inactive) Document Views (System) window re-opens. To change the order in which the views will be displayed in the View pull-down list on the preferences bar, use the arrows to the left of the appropriate row to drag the views to the desired order. Click OK on the Active (or Inactive) Document Views (System) window.
delete a document view	Click the delete icon at the end of the appropriate row. Click OK on the Active (or Inactive) Document Views (System) window.

Configure a User-defined View

To configure a user-defined column layout:

Click Documents on the main menu and select Active documents or Inactive documents from the drop-down options.
Open the pull-down list in the Views field and select Configure under User. The Active (or Inactive) Document Views (User) window opens.
Click +Add View to add a new view. The Add List View window opens.

Define the documents view by entering information in the appropriate fields. Refer to the table that follows for guidance.

Add List View window
Info Type	Definition
View name	Name for the destination view you are adding.
The next fields allow you to select which columns will appear on the view you are adding.
Included/Excluded Columns	At least one column is required in the Included Columns list. Hover over a column name in the Included Columns or Excluded Columns lists. Using the crossed arrows icon drag the column names between the Excluded Columns and Included Columns lists. NOTE: You can change the order in which the columns appear by dragging the column names up or down in the Included Columns list.
Add Option Column	If you want to add a column that is not available in the Excluded Columns list, you can enter a field name from the options file (o.file). Enter the name of the field you want to include and click Add Option Column. The field will be added to the end of the columns in the Included Columns list.
The next fields allow you to define sort options for this view.
Include sort	If you want specific sort options for this view to be used check the box. If this field is not checked, the fields on this destination list will be sorted based on the default or previous list view that was last used. For example: The current Destinations list view is the Default view, which is configured to sort by the column Name, and in Ascending order. If you want this new destination list view to sort by a different column, you must check the box. Then select the sort column and direction below.
Sort column	From the drop-down options, select the column name for which to be used as the sort option for this destination list view. The Include sort option above must be selected if you want to sort this destination list view on a specific column.
Sort direction	Select Ascending or Descending.
The next fields allow you to select search options and Preferred Only to will be included for this view.
Include search	If you want specific search options for this view to be used check the box. If this field is not checked, the search options are based on the default or previous list view that was used.
State	If you want this list view to include destinations based on a specific state, select one of the options from the drop-down list.
Preferred Only	Check this box if you want this view to include only the destinations that were defined based on user preferences that were defined. For more information see Preferences.
Search field	If you want this view to display information limited to a specific search criteria, select the option in the Search field, select the option from the second field or enter the information in the blank field that follows..

Arrange the columns in the desired order on the Included Columns list by dragging the field using the crossed arrows icon . .
After you have made all selections click OK on the Add List View window. The Active (or Inactive) Document Views (User) re-opens and includes the new view.
To change the order in which the views will be displayed in the View pull-down list on the preferences bar, use the arrows to the left of the appropriate row to drag the views to the desired order.
Click OK on the Active (or Inactive) Document Views (User ) window to save the new system-wide view.

To change, duplicate or delete a user-defined view:

Click Documents on the main menu and select Active documents or Inactive documents from the drop-down options..
Open the pull-down list in the Views field and select Configure under User. The Active (or Inactive) Document Views (User) window opens and lists any previously defined views.
Find the view you want to change, duplicate or delete.
Take the appropriate action:

If you want to..	Then...
change a document view	Click the select iconat the end of the appropriate row. The Change List View window opens. Make the changes. See the table in Add a User-defined View above. Click OK on the Change List View window. The Active (or Inactive) Document Views (User) window re-opens. To change the order in which the views will be displayed in the View pull-down list on the preferences bar, use the arrows to the left of the appropriate row to drag the views to the desired order. Click OK on the Active (or Inactive) Document Views (User) window.
duplicate a document view	Click the duplicate icon at the end of the appropriate row. The Change List View window opens. Make the changes. See the table in Add a User-defined View above. Click OK on the Change List View window. The Active (or Inactive) Document Views (User) window re-opens. To change the order in which the views will be displayed in the View pull-down list on the preferences bar, use the arrows to the left of the appropriate row to drag the views to the desired order. Click OK on the Active (or Inactive) Document Views (User) window.
delete a document view	Click the delete icon at the end of the appropriate row. Click OK on the Active (or Inactive) Document Views (User) window.