Barr EOM
You can customize the Barr EOM grid view by sorting, grouping by columns, and filtering on values. These actions are useful when trying to quickly find items in the grids. You can also add and remove columns and change the order in which the columns display. In the EOM Console, your grid display choices can then be saved to a layout file.
You can sort data by an unlimited number of columns. When sorting is applied to the view, the records are rearranged to meet the current sort settings.
To sort by a column's values and replace any existing sort conditions applied to the current column or other columns, click the column's header. An Up or Down Arrow icon is displayed in the header to indicate ascending and descending sort orders respectively.
To sort by a column's values and preserve existing sort conditions,
Click the column header while pressing the SHIFT key.
Right-click a column header and select Sort Ascending or Sort Descending.
You can group data by the values of one or more columns. If you group the data in the grid by a single column, records which have identical values in the same column are arranged into corresponding data groups. Each data group is identified by an expandable group row. If you then group the data by another column, the data rows within each group are combined into second level groups according to the new grouping column's values.
Use one of the following methods to group by a specific column.
Click the column header you want to group. Use drag and drop functionality to place the column in the group panel above the grid.
Right-click the column header and select Group By This Column.
Use one of the following methods to remove grouping.
Click the column header you want to remove from grouping. Use drag and drop functionality to place the column header back in the column header panel.
Right-click the grouping column's header and select the UnGroup.
To remove all grouping, right click the group panel and select Clear Grouping.
Click the column header you want to move. Use drag and drop functionality to move the column header to another position within the group panel.
You can customize the grid views by filtering on values. Filters are used to view only the items that meet conditions you specify. When filtering is applied, the records displayed are restricted to those that meet the current filter criteria. For example in the Documents grid, if you filter the Class column on value A, only documents with a class value of A will display. All of the other documents still exist and can be seen again by removing the filter. You can apply filters to single or multiple columns.
Complete the following steps to select records that contain a specific value in a specific column.
Hover over the column header
you want to filter. Click the filter image (
) that displays
in the column header. The filter menu will display listing all of the
available values in the column.
Select a filter value in the menu. The menu will automatically close. The grid now displays only the records which contain the specified value in the specified column. All of the other records have been hidden from the view, but can be restored by removing the filter. Notice a filter panel displays at the bottom of the grid showing the current filter criteria.
To apply another filter, repeat the above steps.
Complete the following steps to construct filter criteria using the Filter Builder.
Right-click a column header and select Filter Editor. The Filter Builder dialog box displays. If no filtering has been applied to the grid, the Filter Builder will contain a new filter condition referring to the clicked column. If filtering has been applied, the Filter Builder will list all current filter conditions.
Click the column name link in the condition and select the appropriate column from the list. All available columns will display in the list.
Click operator link in the condition and select the appropriate comparison operator from the list. The comparison operator list displays only the operators supported by the current column's data type. For example, the Priority column is of the numeric type so the operator list doesn't display the 'Begins with' operator and other operators that are related to the string type.
4. Click <enter a value> and enter a comparison value in the box.
To add additional conditions, click the plus button next to the group's AND operator. This will create new conditions below the current one. Complete each condition statement using the steps above.
Click OK or Apply to filter data using the created filter condition. A filter panel will display at the bottom of the grid showing the current filter criteria. The filter panel contains an Edit Filter button, which allows you to easily open the Filter Builder for editing.
You can create more advanced filter criteria
containing multiple logical (Boolean) operators. To change the root logical
operator, click the current AND operator and select the appropriate operator
from the list. You can then add a new filter condition group by clicking
the operator and selecting Add Group.
You can add multiple groups containing multiple conditions. Complete each
group using the steps above.
Use one of the following methods to clear filtering.
Hover over the filtered
column header and click the filter image () that displays.
In the menu that displays, click (All).
Right-click the filtered column header and select Clear Filter.
To clear all filter criteria, click the (x) button in the filter panel that displays at the bottom of the filtered grid.
Click the Enable Filter check box in the filter panel that displays at the bottom of the filtered grid. This will toggle the filter on and off in the grid.
You can configure the columns that display in the grid views. You can change the column order and choose which columns you would like to display.
Click the column header you want to move. Use drag and drop functionality to place the column in a new position.
Click the column header you want to remove. Use drag and drop functionality to place the column in the cell area of the grid. When dragging the column in the cell area, the cursor changes its image to big 'X'. Dropping the column header will hide the column from the grid.
Complete the following steps to display any hidden columns.
Right-click a column header and select Column Chooser. The Customization dialog box displays listing any hidden columns.
Use drag and drop functionality to place the desired column in the grid.
Once you have configured the grid views, you can save your grid settings to a layout file. Layout files can be saved for each application grid view, Destinations, Sources, Documents, and Library. Layout files can also be saved for the Documents grid that displays in the Destinations and Sources applications. This allows you to choose how you want the Documents grid to appear for each application you open.
Layouts are saved for the EOM Console logged in user on that specific computer. The same user on a different computer will have to setup the layouts on that system.
When the EOM Console is opened, the grids will display using the last opened layout file. If no layout files have been saved, the grids will display using the default settings. The default settings are configured in the Configure Columns Utility.
Complete the following steps to save a grid layout.
Configure the grid view as desired.
Right-click in the grid and select Layouts | Save Layout. The Save Layout dialog box is displayed.
In the Layout name box, enter the name of the layout file. This will save the layout for the logged in user on that specific computer.
Click OK.
To clear the layout and return to the default
grid settings, right-click in the grid and select Layouts | Reset
layout.
Complete the following steps to load a grid layout.
Layouts are saved for the EOM Console logged
in user on that specific computer. The same user on a different computer
will have to setup the layouts on that system.
Right-click in the grid and select Layouts | Load layout. The Load Layout dialog box is displayed.
In the list, select the layout you want to load. You will only have access to load layout files created by currently logged in user.
Click OK.
To clear the layout and return to the default
grid settings, right-click in the grid and select Layouts | Reset
layout.
Complete the following steps to delete a grid layout.
Layouts are saved for the EOM Console logged
in user on that specific computer. The same user on a different computer
will have to setup the layouts on that system.
Right-click in the grid and select Layouts | Delete layout. The Delete Layout dialog box is displayed.
In the list, select the layout you want to delete . You will only have access to delete layout files created by currently logged in user.
Click OK.