Column Preferences in OASIS

OASIS allows users to add, remove, and reorganize columns in various tables and listings. Column preferences are unique to each user in OASIS. This article will explain:

• How to locate the Preferences tool
• How to add, remove, and reorganize columns
• How to sort columns
• How to resize column widths

To learn how to copy a user's columns preferences and apply it to another user in OASIS, see the Copy User Settings feature.

Note:

• If enabled, the Disable preferences for all users except user with "OASIS Admin" access General Global Setting will prevent most users from setting up column preferences.

Locating the Preferences Tool

The Preferences tool is available from the File menu for page listings and the Items tab inside quotes, orders, submittals, invoices, and payments.

In tabs with large tables, such as in the Attachments tab, the Preferences tool is represented by the following icon:

In tabs with small tables, such as in the Contacts tab inside the Manufacturer editor, the Preferences tool is represented by the following icon:

Adding, Removing, and Reorganizing Columns

The Preferences tool most commonly contain two tabs:

• Display- select columns to display in the table or listing
• Sort- sorts the table or listing by one or more criteria

On the each tab, there are two sections:

• Show Fields- the fields that are currently displayed or used as the sort criteria in the table or listing
• Available Fields- the fields that are available to be shown or defined as the sort criteria in the table or listing

Adding Columns to the Listing

1. On the Display tab, select a field in the Available Fields section.

2. Click  to add it to the Show Fields section.

3. Alternatively, click  to add all available fields from the Available Fields section to the Show Fields section.

4. Click Ok.

Removing Columns from the Listing

1. On the Display tab, select a field in the Show Fields section.

2. Click  to add it to the Available Fields section.

3. Alternatively, click  to add all available fields from the Show Fields section to the Available Fields section.

4. Click Ok.

Reorganizing Columns in the Listing

1. On the Display tab, select a field in the Show Fields section.

2. Click  to move the field left in the listing.

3. Click  to move the field right in the listing.

4. Click Ok.

Sorting Columns in the Listing

1. On the Sort tab, select a field in the Available Fields section that you wish to use as the sort criteria, then add it to the Sort order section by clicking .

3. Select the newly added field in the Sort order section, then click  to change the sort order. The field name will alternate between appending (asc) for ascending order and (desc) for descending order.

4. Click Ok.

Resizing Column Widths

1. Manually resize each column as desired by clicking the right edge of the column heading and dragging it left or right.

2. Once all column widths are set, open the Preferences tool, then simply click Ok to close it. This will save the column widths as part of the column preferences.