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Editing existing lists

Editing existing lists

A list or search result often does not show all the relevant information. Columns can be shown and hidden in edit mode and the order/sorting can be changed. The changes can then be saved as a new list or discarded.

  • Select a different view

    Search results are displayed in the preset standard view. Depending on your operational requirements, there are already lists that show all the relevant information for your daily work.

    1. Click on Listeexpand Lists in the toolbar to change the view.
    2. Left-click another existing list to open.
    3. Click on Listeexpand List > star Save as standard to save the currently selected list as your default.
      Note: This is now the default view for your user for this search.
  • Add columns

    It is possible to add additional information to standard lists by adding columns on-the-fly in the edit mode. Any list whose name is preceded by an asterisk (such as *Account list) is opened in the edit mode. Changes can be saved under a new name as a new list, otherwise they will be discarded on closing the application.

    Example: Open a list of accounts to find out the date of the last edit and the editor.

    1. Open a list of accounts using the account search.
    2. Right-click in the list and select ausgabe Edit view > Spalten Neu Anfuegen Add column > bezug Fields.
    3. Select the information you want such as Last change date and Last change user name by holding down the Ctrl key and left-clicking, then ok Confirm your selection.
      Note: To find the fields more quickly, use the matchcode search in the input window.
    4. The new columns will be added to the existing list.
  • Change the column order
    1. Right-click in the list and select ausgabe Edit view > SelectAll Column order/title.
    2. Drag-and-drop the columns into the order you want in the left-hand window at Visible columns.
    3. Drag-and-drop columns into the right-hand window Hidden columns to hide them in your view.
    4. Left-click on the column title to change it.
    5. Confirm your input by clicking OK.
  • Save the changes as a new list

    Lists created in edit mode are automatically discarded when the application is closed.

    1. Right-click in the list and select ausgabe Edit view > Speichern Save as new list.
    2. Enter a unique Name for the list.
    3. If necessary, add further to the list.
    4. Speichern Schliessen Save your input by clicking on the icon in the top left-hand corner of the input window.
    5. To save the new list as a user-specific standard list, select to Ausgabe ListeexpandLists  > star Set as default in the toolbar of the account list.