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Cogitate Inc Newsletters


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March 2014 Newsletter Bookmark

Customizing UtilAbility Central


As we discussed in a previous newsletter, the UtilAbility Central form is the gateway to your data within UtilAbility. From time to time we may spotlight some of the unique features available in the UtilAbility Central form. This month we will discuss the ability to customize the default look and layout of the data fields that are displayed within UtilAbility Central.

When you purchase UtilAbility, the UtilAbility Central form will default to display all the fields that are available on each tab. The column headings for the fields are the actual field names as they are defined within the database. The columns that we thought you might be most interested in are displayed first. Finally, the Sort/ Search Fields on each tab default to the field that we think you might most often want to search by. These are the defaults, but you can certainly change any of these to better suit your needs.

To customize any list, you can right-click on that list and choose Customize Grid Display or hit Ctrl-G when that list is displayed to open the Customize Grid form. This form lets you select which fields will be displayed in the list and the order in which they will appear. You can even change the column header for each field and the width that will be used for that field column. When you click OK, your settings will become the new defaults that will be used whenever the UtilAbility Central form is opened.

To change the default Sort/Search Field for any list, you can select the Search Field and Sort Order that you want by clicking the column header for any field. Subsequent clicks will reverse the Sort Order. Once you have it set the way you want, you can right-click on that list and choose Save Sort/Search Field as Default or hit Ctrl-S and your current Sort/Search Field will become the new default that will be used for that list whenever it is displayed.

Please note that these settings will not change your data in any way. They simply change the way you view your data in the UtilAbility Central form. So if you wish to make a change, go ahead and give it a try. As always, for additional information about Customizing UtilAbility Central, please see the UtilAbility Help Documentation or contact the Cogitate support staff.

 

Read Full March 2014 Newsletter

Customizing UtilAbility Central


As we discussed in a previous newsletter, the UtilAbility Central form is the gateway to your data within UtilAbility. From time to time we may spotlight some of the unique features available in the UtilAbility Central form. This month we will discuss the ability to customize the default look and layout of the data fields that are displayed within UtilAbility Central.

When you purchase UtilAbility, the UtilAbility Central form will default to display all the fields that are available on each tab. The column headings for the fields are the actual field names as they are defined within the database. The columns that we thought you might be most interested in are displayed first. Finally, the Sort/ Search Fields on each tab default to the field that we think you might most often want to search by. These are the defaults, but you can certainly change any of these to better suit your needs.

To customize any list, you can right-click on that list and choose Customize Grid Display or hit Ctrl-G when that list is displayed to open the Customize Grid form. This form lets you select which fields will be displayed in the list and the order in which they will appear. You can even change the column header for each field and the width that will be used for that field column. When you click OK, your settings will become the new defaults that will be used whenever the UtilAbility Central form is opened.

To change the default Sort/Search Field for any list, you can select the Search Field and Sort Order that you want by clicking the column header for any field. Subsequent clicks will reverse the Sort Order. Once you have it set the way you want, you can right-click on that list and choose Save Sort/Search Field as Default or hit Ctrl-S and your current Sort/Search Field will become the new default that will be used for that list whenever it is displayed.

Please note that these settings will not change your data in any way. They simply change the way you view your data in the UtilAbility Central form. So if you wish to make a change, go ahead and give it a try. As always, for additional information about Customizing UtilAbility Central, please see the UtilAbility Help Documentation or contact the Cogitate support staff.

 

Read Full March 2014 Newsletter



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