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Customize list view

In many sections of the Prinect Cockpit, information displays in lists or tables. Each column in the tables shows different properties about the selected elements. For example, the job list has columns for specific information about the job (job number, job name, job status, etc.). Two different views are available for displaying the job information:

Linear view

Structured view

For your day-to-day work, you can configure the two views so that they complement each other. In an example, section "Define a custom column set" describes this in more detail. See Define a custom column set.

A freely definable filter is also available so that you can find a certain job in the table quickly.

b_ui_tree_view

Linear view

In a linear view, the items in the list display one below the other in an unstructured view.

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Structured view

A structured view gives you a clearer overview of a long list than a linear view. This is done by using the various column headers that represent certain properties of the listed elements as hierarchy levels. In this case, a folder level is generated for each hierarchy level in the first column of the table. This folder level contains all other elements sorted by the relevant column filter. Generating another hierarchy level produces an additional subordinate folder level, etc.

Procedure for generating a structured list

We will use the job list to illustrate how you generate a structured list. In this example, we assume that all the columns of the job list are visible. See also Define a custom column set.

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1.Position the mouse pointer over the "Job Name" column header.

2.Hold down the mouse button and drag the mouse pointer to the right side of the "Job Group" box (yellow border). Let go of the mouse button.

indent_list_1b_ui_group_01

The "Job Group" grouping option is set by default. You will see an empty box if this option should not be set. You can also use this for structuring.

The job list now displays with structure levels "Job Group" and "Job Name".

indent_list_1b_ui_group_02

3.Repeat steps 1 thru 2 to generate further structure levels.

IconNoteNote: If there are one or more grouping boxes, you can insert a new column by placing the mouse pointer at the desired spot in the order of the grouping boxes. The new grouping box is inserted at this point and the job list view changes accordingly.

IconNoteNote: You can set the "Status in Gang Job" column as an order criterion in the job list. Then the job list is sorted by the status of the gang job.

Toggle between sorting in ascending and descending order

You can sort the list items, also within groups, in ascending or descending order by clicking the respective column header.

Changing the grouping sequence

In grouping the order of the hierarchy levels is determined by the order (from left to right) of the grouping boxes above the list. You can modify this order later by resorting these boxes using drag-and-drop.

Removing grouping

You can remove a grouping in one of the following ways:

Right-click the grouping box you want and select "Remove Group" in the context menu or

click a grouping box and drag-and-drop it to the column header of the table.

Define a custom column set 

In the "Column set" list box (on the right above the table) you can select one of the available column sets or you can define a new custom one. A column set defines which columns display in the table and which do not.

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Create a new column set

A new column set is created in the following steps:

Customize a column set:

Define which columns will display.

Save the set using any name of your choice.

A typical column set will now be created below as an example.

Designation

Table view

Name of Column Set

My_Scheme

Columns

Job Number

Job Name

Due date

Customer Name

Job Group

Group columns

Job Number

Job Name

indent_list_1b_column_saveas_2

1.Open the "Column set" list box and select "Customize".

The setup window displays:

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2.For our example, enable only "Job Number", "Job Name", "Due Date", "Customer Name" and "Job Group". Disable all other attributes.

3.Click "OK".

The new column set is enabled and the job view displayed accordingly. The new settings are not yet saved as a set.

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4.Select "Save as" in the "Column set" list box. The following dialog displays:

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5.Enter the name of your new column set, in our example, "My_Scheme" and confirm your input with "Save".

The new column set is applied and added to the list.

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You can enable a different column set at any time and, when needed, return to this set.

Delete a column set

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1.In the "Column set" list box, select the column set you wish to delete.

The column set is enabled and the list view changes accordingly.

2.Select "Delete" in the "Column set" list box.

The column set is deleted after you confirm an alert message.

Change the order of columns in a column set

You can change the order of the columns in the setup window for "Customize column set".

1.In the "Column set" list box, select the column set you wish to customize.

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2.Select "Customize" in the "Column set" list box.

The setup window displays:

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3.Mark the list item whose position is to be changed.

4.Move the list item with the position arrows.

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If the list item in the table view is to be moved to first or last position, click on the top/bottom arrow with the horizontal line.

If the list item is to be moved only one position up or down in the table, click the up/down arrow.


5.Confirm your changes with "OK".

The position changes are applied to the table view.

6.Select "Save as" in the "Column set" list box. The following dialog displays:

indent_list_1b_column_saveas_1

7.Enter the name of your modified column set, for example, the name used previously for the column set and confirm your input with "Save".

Change column width(s)

1.Position the mouse pointer to the splitter bar between two column headers until the mouse pointer changes into a double arrow.

2.Now, holding down the mouse button, move the mouse to the left or right until the column is at the width you want.

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