Customize the View -- Destinations

The Destinations list has a default view with a specific column layout. An administrative user can modify the default view and configure and save additional views with different column layouts. All users can see these system-wide views and select any of them.

Whether you are an administrative or a non-administrative user, you can also configure and save one or more views. A user-defined views can be seen only by the user who created it.

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

See also: Change, Duplicate or Delete a System-Wide View, Configure a User View or Change, Duplicate or Delete a User-Defined View

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.

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The view is saved as your default view so that whenever you log in as the same user, the Destinations list window opens to your default view. Each EasySpooler user can save one default view for the Destinations list.

Add a System-wide View and Select Columns

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

To configure a system-wide view and select columns:

Click Destinations in the main menu and select Destination list from the menu options.
Open the pull-down list in the View field. Under the System section of the menu options select Configure. The Destination Views (System) window opens and lists any previously defined views.
Click +Add view. The Add List View window opens.
Define the destination 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.
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 Destination 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 Destination Views (System) window to save the new system-wide view.

To change, duplicate or delete a system wide view:

Click Destinations in the main menu and select Destination list from the menu options.
Open the pull-down list in the View field. Under the System section of the menu options select Configure. The Destination 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 destination 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 Destination 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 Destination Views (System) window.
duplicate a destination 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 Destination 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 Destination Views (System) window.
delete a destination view	Click the delete icon at the end of the appropriate row. Click OK on the Destination Views (System) window.

Configure a User-defined Column Layout

To configure a user-defined view and select columns:

Click Destinations in the main menu and select Destination list from the menu options.
Open the pull-down list in the View field. Under the User section of the menu options select Configure. The Destination Views (User) window opens and lists any previously defined views.
Click +Add view. The Add List View window opens.
Define the destination 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 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.
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 Destination 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 Destination Views (User) window to save the new user-defined view.

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

Click Destinations in the main menu and select Destination list from the menu options.
Open the pull-down list in the View field. Under the User section of the menu options select Configure. The Destination 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 destination 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 User-Defined View above. Click OK on the Change List View window. The Destination 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 Destination Views (User) window.
duplicate a destination 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 User-Defined View above. Click OK on the Change List View window. The Destination 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 Destination Views (User) window.
delete a destination view	Click the delete icon at the end of the appropriate row. Click OK on the Destination Views (User) window.