Personalizing Your Work Area Properties Screen

So much information is available on the objects in the Work Area that it does not fit easily onto a standard computer screen. You can free up space by removing columns you don't use or changing the order in which columns are displayed so that the ones you need most often are easily visible. You can scroll to any columns you do not remove.

You can select an alternative view from the View drop-down if other views are available, or create your own custom view. After you create your view, other people can use it too.

To personalize your view of the Work Areas Properties screen:

1. Click the Customize button.

2. Do one of the following:

   • If you want to use an existing view without changes, select Yes in the Display View column in the view's row. Skip to the last step: click Apply.

   • If you want to create a new view beginning with the default values, click Create View. The system opens the Update View screen displaying the default settings.

   • If you want to create a new view beginning with an existing view, select a view and click Duplicate. The system opens the Update View screen displaying the settings of the view you duplicated.

   • To modify an existing view, click the pencil icon in its Update column. The system opens the Update View screen displaying the settings of the view.

3. Enter values in the following fields:

   • View Name. Enter a name for your view or change the existing name.

   • Number of Rows to Display: From the drop-down, select a number of rows to display in the Work Area screen at a time. The options are 5, 10, 25, and 50.

   • Set as Default. Check this box to display this view each time you enter the Work Area Properties screen.

   • Description. (Optional) Enter a description. For example, you can provide information that will help other people decide if they want to base their own view on this one.

4. Remove columns from display (optional). If you want to remove columns, move them from the Columns Displayed list to the Available Columns list, either by double-clicking on them or by selecting them and using the Remove button. You can also use Remove All and then add the columns you want using the Move button.

   Note:

   You cannot remove the Name column.

5. Change column display order (optional). The left-to-right display order of columns on the Work Area Properties screen is determined by the top-to-bottom order of columns in the Columns Displayed list. The topmost column here is displayed farthest to the left. Select a column whose order you want to change and use the up and down arrows to move it relative to the other columns.

6. Change the Sort settings (optional). Use the Sort settings to determine the order in which object instances are displayed by default. You can also change the Sort order directly in the Work Area Properties screen at any time (by clicking on column headings) without affecting the view.

   • Column Name. From the drop-down list in the First Sort row, select the column you want to sort on.

   • Sort Order. From the drop-down list, select the order you want to use: Ascending or Descending.

   You can define a Second Sort to control the order of objects within the limits of the First Sort, and a Third Sort to control the order of objects within the limits of the Second Sort.

7. Rename Columns and Set Totalling. Click the Rename Columns/Totalling button.

   • Rename Columns. You can change the displayed heading for most columns. Enter the replacement text in the New Column Name text box next to the default column heading.

   • Display Totals. This option is displayed by default for numeric columns. However, it is not useful in these cases to check this option.

8. Click Apply.