Save Layout As Dialog Box


Use this dialog box to copy an existing layout and save it under a different name. 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

Contract Management supplies a number for the layout, but you can edit it.

Title

The name of the item.

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:

You can choose which columns to display in this layout by using the 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, select Customize Layouts from the Layout drop-down list.
  2. Click Save in the Customize Layouts Dialog Box.


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Last Published Wednesday, June 17, 2015