The Listing Screen
Listing screens display a grid of data related to the current window. Every list has a default view, but you can customize it to display the columns you want to see, in the order you want to see them.
To view the listing screen, click Listing Screen in the navigation pane. Records marked as Inactive and/or Deceased display in red text.
Customize the View
To change which fields are included on the listing screen or how the grid looks, click Customize View. For more on these settings, see Customize Listing Screen Field Information. To return to the default settings, click Default Values.
Sort and Filter
You can select a sort order and filter based on the column headers in a listing screen. Hover over the column header you want to sort by or filter, and click the icon .
To sort the list with this column in ascending or descending order, select an Order by option. To filter the entire list and only show certain records, click the add icon and enter one or more conditions. If you enter multiple conditions, you can choose whether to filter on Any of these conditions (meaning any condition can match in order for an entry to show) or All of these (meaning all conditions must be true for an entry to show).
When you order a column, the ascending icon or descending icon
displays beside the column header. When you filter, the filter icon
displays. If a column is both ordered and filtered, both icons display; for example,
.
You can sort and filter multiple columns at the same time. But be aware that the options you select apply to columns from left to right. So, if the list is not sorting the way you expect, check the order of your columns.
Your sort and filter options are saved when you navigate away from the listing screen. When you come back, the list is still sorted/filtered the way you left it.
To clear the order or filter on a single column, click the column header and click Clear. To clear the options on all columns, click Clear Order/Filter at the top-left of the listing screen.
The ability to order and filter is enabled by default. If you decide you don't want to use this feature, click the gear icon at the top-right of the listing screen, and select Disable Header for Order/Filter.
Export
You can export listing screen entries to to a file with a simple column format. The default file type is .csv, but you can export to .xml, .txt, .xls, or .ods, depending on how you want to use the file. Click Export List, and select your file format.
Watch & Learn
Learn to sort and filter the columns in a Listing Screen, and export the list to a CSV file. 4 min 47 sec
It may take a minute for the video to display. To watch in full screen mode, click the expand icon in the video player.
To watch more videos, visit the PDS Video Library.
Customize Listing Screen Field Information
Grid Properties
- Number of lines per row
- Increase this number to enlarge the height of each row in the grid. As you increase the lines in each row, you decrease the number of rows you can see in the grid. The default value is 1.00.
- Font size of the grid
- For larger font, increase the number. Decrease the number for smaller font. Increasing the size reduces the number of rows you see at one time. The default value is 8 pt.
- Lock the first column
- By default, this option is selected, and the column is locked. This keeps the column in sight when you scroll to the right of a list. To unlock the column, clear this option.
Fields
You can drag and drop fields or use the arrow buttons to move selected fields between the two lists.
- Fields available to view
- These fields are available to view in the listing grid. Click Find to locate a specific field. To add a field to the listing screen, click a field name, then click the right arrow to move the column to the Fields you want to view list.
- Fields you want to view
- These fields display in the View Listing window. Click a field to view the width and heading name settings. Column headings display in the listing grid in the same order that they display in this list. To reorder the list, click the field name and drag and drop it to your preferred location in the list, or use the up and down arrows.
- Width
- Displays the width of the selected item in the Fields you want to view list. In the listing screen, an ellipsis (...) displays at the end of an entry to signify you are seeing incomplete information.
- Heading
- Displays the column heading name. A column can never be sized smaller than its heading name. The smaller the columns, the more information you can see in the listing screen at one time.