Below is a description of different standard options available in listing areas.
Move columns directly via drag-and-drop
From a listing area, you can drag the column title you need to move in a listing area, then drop wherever you want to position it in the same listing area.
Use your mouse to resize columns
From a listing area, go to the column header for which you want to resize columns. Rest the cursor on the right side of the boundary of the column header you want to move until it becomes a resize cursor and then drag the boundary until the column is the width you want.
Customize the columns to what you prefer to see
From a listing area, select the 'Customize' option at the edge to the right. A popup will appear containing a list of all the available and chosen fields for the displayed listing area.
The highlighted columns are moved from available fields to selected fields upon clicking the icon.
Use the (up arrow) and (down arrow) to move the column to the required position.
To remove any highlighted columns from selected fields, click on the icon.
Use the 'Ctrl' key to select multiple columns at a time as needed.
Click 'Update' to save the changes and close the 'Customise' popup. Otherwise, click 'Close' to hide the popup without saving the changes. The updated selection of fields will be applied to your listing area.
Set the Number of Records to Display per Page
In a listing area, you can choose the number of records you prefer to see at a time. Select 10, 25, 50, 100, or 250 records per page.
Apply Search Filters, Save, and Share with others
In addition to a simple keyword search, you can filter search results based on different criteria applicable to your listing area.
To create a filter, click the 'Filters' dropdown and go to the 'Create Filter' tab. From here, you can start searching for the filter criteria you need to add to the filter you create. Once you have set the required filter, you may need to apply filter criteria based on your requirements.
You can continue adding more filter criteria by following the same steps to search and apply the filter criteria from available options.
Once you have applied the search filter as needed, it appears as an 'Unsaved Filter'.
Once filter criteria are applied, an icon appears against the 'Filters' dropdown. Click on it to see available options on the filter you applied.
Below is a description of the options available once you have applied a search filter in the listing area:
Clear - To clear the applied filter criteria and show all results in your listing area, without any search filter.
Save - To save the applied filter criteria. It allows you to name and save your applied filter for future reference. Also, it lets you share the filter with specific contacts in your organization, or with all users within a selected project or distribution group as required. Key in and choose the relevant names from the dropdown list. Once selected, right-click on the name of the selected user, project, or distribution group and assign 'Admin' or 'View' permissions on the new search filter.
Save as - If you change the search and/or filter criteria when an existing filter is already applied and want to save the changes as a new filter, click the 'Save as' option. Next, enter a name for the new filter. Also, it lets you share the filter with specific contacts in your organization, all users within a project or distribution group as required. Key in and select the relevant names from the dropdown list. Once selected, right-click on the name of the selected user, project, or distribution group and assign 'Admin' or 'View' permissions on the new search filter.
Edit - To edit the details of an existing filter. This includes editing the filter name and the users to whom it is shared.
Delete - Delete a saved filter if it is no longer required.
Once you have saved a filter, it will appear under the 'Saved Filters' section.
To return and edit an already saved filter, click on its name from the 'Saved Filters' section to update the listing accordingly. Then, click on the corresponding icon to see available options on the applied search filter. Use the required options as explained above to edit and/or save the changes.
Apply Sorting based on Column Title
From a listing area, go to the column header based on which you want to sort your listing. Click the column title and if sorting is supported on that particular column, it will show a sort icon. An icon will appear if the sorting is applied in ascending order. Accordingly, an icon will appear if the sorting is applied in descending order. If a sort icon already shows for one of the column titles in your listing area, the list is already sorted based on that particular column. You can mouse over the sort icon to see the order in which the relevant column is sorted.
Search from Column Header
From a listing area, go to the column header based on which you want to apply the search.
Mouse over the column title. If searching is supported on that particular column, an icon will appear on the right side of the column title. Click on it to open the search box wherein you can enter your search keyword to filter the listing accordingly.
Switch to Thumb View from List View or the other way round
If this option is supported in your listing area, click the icon to switch to thumb view as and when required. Accordingly, if you are in a thumb view, click the icon to switch to a list view whenever needed.
Export Options
From a listing area, go to the 'Export' menu and select from available export options as applicable.
Once the export to Excel is complete, you will see a new MS Excel file open up. (Click 'Yes' if prompted to open the MS Excel file).