Main Window

65 views April 17, 2017 jpajaro 0

Main window

The Main Window is the heart and soul of the OFS Pro application.

jobMain Window displaying Work Orders window

Most main windows hold at least one data grid. The data grid is your visual interface giving you access to all types of data stored within your company’s database.

Right-Click Menu

create a new jobRight-Click Menu (on Asset Listing window)

The right-click menu of a data grid holds much of the same functions as the Action Buttons on the  Toolbar. New options available include:

  • Copy Cell – Copy the contents of the cell to the clipboard.
  • Clear All Filters – If columns have filters set (see “Filtering Grids” below), select this to quickly show all rows.

Tabs

Via the Tabs bar, you can quickly access any item windows that you’ve recently used within the application without having to search OFS Pro. Below the toolbar is a list of your last seven previously-used menu items:

tab-barTabs Bar

Close the tabs by left-clicking the red X on the tab of the active window. Otherwise, the oldest one will close automatically after more than eight have been opened.

Sorting Grids

Any column within a grid is able to be sorted (i.e., the rows of the grid are re-ordered automatically based on the data within the cells):

job number filterCustomer List grid sorted ascending by Job Number

The grid can be sorted in multiple columns by clicking one column, then holding Shift and clicking the next column. Clear sorting easily by clicking sorted columns while holding Ctrl.

Filtering Grid:

Filter your grids in every way imaginable for maximum customization!

Basic Filtering:

Each text column can be filtered by entering the first characters of the value you’re looking for under the column label. Columns which have filters set are shown with down arrows in the column’s header:

filter Job scopeFiltering “Job Scope” Column by “test one”

Columns with date/time data allow for a specialized filter. Choose to display entries from all time, from a certain date, between a given range of dates or all entries that have been created in the current year:

calendarDate/Time Column Data Filter (on Work Orders List window)

Finally, most columns include a drop-down list displaying all possible values the grid contains for cells within your chosen column. This enables searching by  cells which are blank only,  cells which are not blank only and setting up an advanced custom filter (detailed below).

state“State” Column Drop-Down

Advanced Filtering:

Once a filter has been set, a footer appears detailing the effects of all filters currently on the grid:

filter-advancedFilter Footer describing Service Type filter

Click the “Edit Filter” button on the right side of the filter bar to open the Filter Editor for advanced editing.

The filter editor allows you to specify multiple fields to display a certain set of given combinatorial Boolean logic.

For example, to search for incomplete Work Orders performed in 2015 with a “Cleaning” Job Type, it might look like the following figure:

 

filter editorFilter Editor displaying different And/Or/Neg options

Try it out for yourself!

Rearranging the Grid Layout

Set your own customized layout of data grids: edit column widths, column display order, visible columns and more.

Change the column width by: dragging the right-side column divider left or right, or double-click the divider to automatically fit the width to the longest cell (just like in Excel™):

column witdthEditing the column width

Change the display order by dragging the column headers left or right, until they “snap” into their new place:

business unitReordering “Business Unit”

Group grid rows

by dragging the column headers onto the panel labeled “Drag a column header here to groups by that column”. You can group by multiple columns for easy at-a-glance filtering: 

filter-advanced-2

In The Customer List you can temporarily hide columns as follows: dragging the column header down into the data grid, until a large X appears. To re-show hidden columns, right-click any column headers and click “Column Customization”, then drag the header out of the box.

customizationDragging Headers to Hide/Show Columns

Group grid rows by dragging the column headers onto the panel labeled “Drag a column header here to groups by that column”. You can group by multiple columns for easy at-a-glance filtering.

Fix columns in place by right-clicking on the column header; a Column Fixing menu will display.

column-customization-2

The following buttons are available from this right-click menu:

  • Fixed None – Unfix the selected column.
  • Fixed Left – Fix the columns to the left of selected column.
  • Fixed Right – Fix the columns to the right of selected column.
  • Clear Column Fixing – Reset all fixing.
  • Column Customization – Opens the Customization window (as seen above).

Reset all customization of the layout by clicking Reset Layout under the top View menu.

Saved Views

In order to help you get back to a view you took time to create, OFS Pro has recently implemented “Saved Views“.

In addition to saving customized window appearance for yourself, you may also share them with other in-company users of OFS Pro, as well as use ones others have uploaded. This ensures the best in swiftness, efficiency and consistency.

Let’s take the “Cleaning” filter from “Advanced Filtering” above as an example. To save this view, simply give it a name, and then press the + button to the right.

column-customization-3Save New View

From then on, you will be able to view the window in the same way each time! Just press the down arrow and select your chosen view from the drop-down list that appears.

To make the view public, first press the globe button on the far right – the tooltip on hover reads “Toggle saving view as public” – then save the view. When the globe is blue, any saved views that you have created will be visible to everyone else and you will be able to see all previous views from other users.

column-customization-4Global Saved Views