Creating a View

Creating a View

The layout of information on most screens will follow a tabular/grid format, with a predefined order of columns.  The visibility, ordering and sorting of these columns is controlled through what is referred to as a View.
Where  
is seen within header of any screen then as well as the default ‘All’ view, user may change this view or create additional views.
Certain screens will have certain columns set as ‘fixed’ that user will not be able to remove from default or new views.

A View allows the user to do the following:
Change the order of columns.
Control the visibility of columns.
Add filters to narrow down information. 
Users have the ability to customize the default view or create a new one to suit their information needs. To demonstrate how to do this, the Volume Entry screen will be used as an example.
1. Log into CarrierNet 
2. From the Menu bar, select Volume -> Volume Entry

 
The following screen will appear:


3. Click on the Search button
The columns of information on screen are displayed using the generic filter


4. The View controls are part of the Search bar 

5. The Select View drop-down list displays all the Views that currently exist.  By default a generic View will exist for all Users in all screens.  This is usually labelled as “All”.


6. Hover the mouse over View Options button and select Edit View from drop-down list.
 
7. The Configure Views pop-up will open:
a. The first part of the View includes the Name of the View and a brief description
b. The second part consists of Filters that the User can add to narrow down the range of information 
c. The third part of the screen consists of Columns that can be customised by the User 



8. To create a new View, click on Create new View in the View Name drop-down list.

 

There is another way of creating a new View: from the View Control on the Search bar, hover the mouse on View Options and select New View.



9. Provide a name for the new View.  This is mandatory and is what will appear in the Select View drop-down list, on the search bar.
 

a. If this View is to be used regularly, check the Make as Default tick box

b. A Description is optional

10. To create a Filter:
a. Select a column name using the Field column.  Note these columns will match the column name on screen. You may need to scroll up or down to find the column you require.


b. Select an operator using the Operator column - you may need to scroll up or down to find the one you require.



c. Set a criteria Value. The Value can either be in the form of a list to choose from or a free field text box.  Where the Value can be selected from a known list, the search icon will appear in the Search column.  Where the search icon is displayed, the Value can be selected as required.

 
d. Clicking on the Search icon will bring up a list of Values. Select one as required. Only single choice may apply for each filter being applied.

 

The Value will be displayed as chosen. 


 
11. The order and sorting of columns is the final stage of configuring a View.  

There are two lists of columns, Available and Selected. The Available list contains columns available to choose from, in other words currently hidden from view.  The Selected list contains the columns already visible on screen.
By default every new View created will have a predefined order and range of Selected columns.  The arrow icons can be used to change the ordering and visibility of columns.
 

12. To make a column visible on screen, select the column of choice from the Available list and click on the right arrow key to move it into the Selected list.
 


13. To hide a column, select a column of choice in the Selected list and click on the left arrow icon to move it into the Available list.

Please note that certain screens will have certain columns set as ‘fixed’ that user will not be able to remove from default or new views. These will be shown within the Selected list in grey colour.


 14. To change the order of a column, select a column of choice from the Selected list and click on the Up or Down arrow icon to move its position.
 

15. Click Save and Exit 

16. Select the View from the Select View drop down and click Search

 

The View you have just created will be displayed on screen.