Customize Layout Dialog Box


Use this dialog box to edit an existing layout for the current log window. Using layouts, you can define a filter, sort, and group, and apply them as one unit to a log window.

For example, if you use a certain combination of a sort, filter, and/or group repeatedly, you could create a layout that combines them and apply the layout to a log window.

A layout will appear in the same log window for all projects within a database. If you create a layout called Layout1 for the Contracts log in project DEMO, Layout1 will appear in the Contracts log in every project in that database.

General:

Number

A unique number assigned to this item.

Contract Management automatically assigns a unique number to identify the item. You can change this number only when you create a new document.

Title

Enter a name for the layout.

Restore Default Settings

This only appears if you are editing <my layout> (select <my layout> from the Layout drop-down list, and then select Customize Layout). Click to restore the default settings to <my layout>.

Formatting:

Filter

Select a filter to apply to this layout from the drop-down list.

New Filter

Click to open the New Filter dialog box to create a new filter.

Sort

Select a sort to apply to this layout from the drop-down list.

New Sort

Click to open the New Sort dialog box to create a new sort.

Grouping

Select a grouping to apply to this layout from the drop-down list.

New Grouping

Click to open the New Grouping dialog box to create a new grouping.

Columns:

The Columns section lists all of the columns that are available in the current log window.

Add and Add All

You can choose which columns to display in this layout by using Add or Add All to move columns from the Available Columns list to the Show These Columns list.

Remove and Remove All

Use Remove or Remove All to move columns from the Show These Columns list to the Available Columns list. When you use the layout, only the columns that are selected here will appear in the log window.

Move Up

Click to change the position of the item.

Move Down

Click to change the position of the item.

Set Column Properties

Click to open the Set Column Properties dialog box to set which columns appear in the log when this layout is chosen, and how they appear.How to access this dialog box:

  1. From a log window, click the Layout drop-down list, and select Customize Layouts.
  2. Click Edit in the Customize Layouts Dialog Box.


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Last Published Wednesday, June 17, 2015