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When you save a search you unlock the potential to also modify the way the search results are displayed. 

To modify the layout of a Saved search

 

1. Expand the Saved search.

2. Click Edit.

3. Select the Layout tab.

4. Make your modifications.

5. Click save.

Result of changes to Layout.

Adding a column


1. From the Add Column List, select a column.

2. Click Add to row button.

3. Repeat until you have all of your columns.

4. Click save.


Some Columns that can be added:

  • Info - ID Only - when this is added to the layout it will display all the users in the INFO field by their ID
  • Info - All users - Full names - when this is added to the layout it will display all the users in the INFO field by their full names
  • Under Action - All users ID only - when this is added to the layout it will display all the users in the action field by their ID
  • Under Action - All users - Full Names - when this is added to the layout it will display all the users in the action field by their full names

Change the order of columns

1. Select a Column.

2. Use left and right.

3. Repeat until you have the order you want.

4. Click Save.

Removing a column

1. Select a Column.

2. Click X to remove.

3. Repeat until you get rid of columns you don't want to display.

4. Click Save.

Available extra columns

There is multitude of column options for your saved search. In addition to the standard columns listed below, the form types picked in the search criteria will also have their user fields available for selection.

Extra Layout Columns

Description

REFERENCE

Form reference Number

Reference Number Sequence

Reference Number without Form Type Info eg RFI#0101 becomes 0101

TITLE

Form's Title

CREATED

Created date of form

Date Due

Due date of Form

Date Modified

Date from was last changed

Date First Opened

Date form was first went to an Open status

Date First Closed

Date form went first went to a closed status

AUTHOR

Shows who created the form

Author First Name

Author's First Name

Author Last Name

Author's Last Name

Author Company ID

Id of the Author's company eg Bright Sparks would show as BS

Author Company Name

Author's Company Name

ACTION

Who is currently the Action Person for the Form

Action First Name

Action First Name

Action Last Name

Action Last Name

Action Display Name

Action Display Name

Action Company ID

Action Company ID

Action Company Name

Action Company Name

Action Days

How many days has this form been for Action for the current Action person

Status

Shows the form current Status

STATUS/LATE

Show the current status, or if late how many days late

Days Remaining/Overdue

Days until/after due date

Last Response Date

Date of last Comment

Last Response User ID

Author of the last comment's user id eg ABC-EF

Last Response First Name

Author of the last comment's first name

Last Response Last Name

Author of the last comment's last name

Last Response Display Name

Author of the last comment's Display name

Last Response Company ID

Author of the last comment's company id eg ABC

Last Response Company Name

Author of the last comment's user id eg Arc Brother's Construction

Related Documents List

All linked forms to this form

Related Documents Status List

The status of all linked forms

Attached File Thumbnail (1st)

Shows a thumbnail preview of attachments on the form

Row Number

Adds a row number

ICON

Add an icon that will open the form. Useful for when the reference number is not displayed

Attachments

Displays an attachment icon if form has attachments

Project

Displays the Project website name. Useful for cross project reporting

Document Code

Shows the type of Form

USERFIELD OPTIONS

Any User fields available to be the added to column layout will be displayed in this section.





When you save a search you unlock the potential to also modify the way the search results are displayed. 

To modify the layout of a Saved search

 

1. Expand the Saved search.

2. Click Edit.

3. Select the Layout tab.

4. Make your modifications.

5. Click save.

Result of changes to Layout.

Adding a column

1. From the Add Column List, select a column.

2. Click Add to row button.

3. Repeat until you have all of your columns.

4. Click save.

Change the order of columns

1. Select a Column.

2. Use left and right.

3. Repeat until you have the order you want.

4. Click Save.

Removing a column

1. Select a Column.

2. Click X to remove.

3. Repeat until you get rid of columns you don't want to display.

4. Click Save.

Available extra columns

There is multitude of column options for your saved search. In addition to the standard columns listed below, the form types picked in the search criteria will also have their user fields available for selection.

Extra Layout Columns

Description

REFERENCE

Form reference Number

Reference Number Sequence

Reference Number without Form Type Info eg RFI#0101 becomes 0101

TITLE

Form's Title

CREATED

Created date of form

Date Due

Due date of Form

Date Modified

Date from was last changed

Date First Opened

Date form was first went to an Open status

Date First Closed

Date form went first went to a closed status

AUTHOR

Shows who created the form

Author First Name

Author's First Name

Author Last Name

Author's Last Name

Author Company ID

Id of the Author's company eg Bright Sparks would show as BS

Author Company Name

Author's Company Name

ACTION

Who is currently the Action Person for the Form

Action First Name

Action First Name

Action Last Name

Action Last Name

Action Display Name

Action Display Name

Action Company ID

Action Company ID

Action Company Name

Action Company Name

Action Days

How many days has this form been for Action for the current Action person

Status

Shows the form current Status

STATUS/LATE

Show the current status, or if late how many days late

Days Remaining/Overdue

Days until/after due date

Last Response Date

Date of last Comment

Last Response User ID

Author of the last comment's user id eg ABC-EF

Last Response First Name

Author of the last comment's first name

Last Response Last Name

Author of the last comment's last name

Last Response Display Name

Author of the last comment's Display name

Last Response Company ID

Author of the last comment's company id eg ABC

Last Response Company Name

Author of the last comment's user id eg Arc Brother's Construction

Related Documents List

All linked forms to this form

Related Documents Status List

The status of all linked forms

Attached File Thumbnail (1st)

Shows a thumbnail preview of attachments on the form

Row Number

Adds a row number

ICON

Add an icon that will open the form. Useful for when the reference number is not displayed

Attachments

Displays an attachment icon if form has attachments

Project

Displays the Project website name. Useful for cross project reporting

Document Code

Shows the type of Form

USERFIELD OPTIONS

Any User fields available to be the added to column layout will be displayed in this section.





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