Change the format of a View and rename it

Open a data View (e.g. Jobs - Detailed) from the main window's tree view. From the main menu, select View, then General (or right click on the view and select General). You will be shown the General Formatting window:

View Name
This is the name that is shown in the drop down list at the top of each view.

Printed Report Title
This will be displayed when you do a Print Preview or Print the view.

Display Style
You can switch between Table (the default) or Card. In Table, each record occupies a single row. In Card, each record is shown in a box of its own.

Public View
If you check this box, other operators will be able to select this view when using the same type of data. They will not be able to edit your view.

Template for new views
When you create a new view, the system will create it with default formatting. However, if any views have been defined as a template, they will be used instead.

For example, you might decide that for your operation, there is no need to show Asset information in Jobs - Detailed. Simply create a view which doesn't have these columns then set it to be a template. The next time anyone creates a new view against Jobs-Detailed, these columns will not be shown.

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