Customized Views

For this tutorial, we will use the Customized Views feature to both hide and show a column. Customized Views is a powerful feature that allows you to organize and save a user-defined set of columns and viewing preferences for any program screen. Once these custom preferences have been saved, they are known collectively as a "View". Customizing the column view to meet your company's specific requirements is very useful in that it removes redundant data columns and presents you with only those pertain to your payroll structure.

This tutorial includes instructions for two typical customizations:

Remove a Column From View

  1. With the the Employee Address screen open for viewing, select the Customize View button that is located at the top right of the table. This displays the Customize View window..
    Fig. 07: The Customize View window
    Fig. 07: The Customize View window.

    The Visible Columns section on the right section of the window shows the set of data columns that are currently visible in the table. The column on the left shows many other data columns that you can choose to display in your table simply by moving its corresponding label over to the right section of the window. Columns can be moved in a number of ways:

    a) Clicking on a column name and dragging it to the opposing section or into a new location in the same section.
    b) Double-clicking on a column name (which will move it to the opposing section).
    c) Using the Arrow icons located in the center of the window to move items from one section to another.
  2. Click on the name of the column that you wish to hide, and then move it to the Available Columns section using one of the three methods above. Note: If you mistakenly move all of the columns and cannot recall the previous order, you can undo the move by choosing the Cancel button to close the window, and then re-opening the window once again.
  3. Repeat this procedure to hide additional columns as needed. When you have finished hiding your columns, you must assign a name to your new column layout. This name will be added to the Customize View button and will be available along with the orignal Default view.
  4. To add a name for the new column layout, move to the View Name field at the top of the window and replace the suggested default name (VIEW1) with something that better describes the new view.
  5. Once the name is complete, choose the Save button at the bottom of the window to store your changed view. You will notice that the table now excludes the columns that you have hidden and the label for the View button is changed to the custom name that you entered.
    Example: In our example below, we have hidden the Zip Code column from view (since none of our employee reside in the United States). Then we entered "Canadian Staff" as the name and saved the custom view.
    Fig. 08: The Zip Code column is removed in the new customized view
    Fig. 09: The Zip Code column is removed in the new customized view.

    We will now continue the tutorial by adding a column to our view.

Add a Column to Your View

  1. With the the Employee Address screen open for viewing, select the Customize View button that is located at the top right of the table. This displays the Customize View window..
  2. The Available Columns section on the left section of the window shows the set of data columns that can be added to the table simply by moving its corresponding label over to the right section of the window.
  3. Click on the name of the column that you wish to add, and then move it to the Visible Columns section.
  4. Repeat this procedure to show additional columns as needed. When you have finished adding your columns, assign a name to your new column layout and then choose the Save button. This will close the Customize View window and update the page display with your additional columns.
    Example - In Fig 9a below, we are adding the Telephone column to this page view by dragging it to the Visible Columns section.
    Fig. 08: The Zip Code column is removed in the new customized view
    Fig. 09a: Add the Telephone column by dragging it into the Visible Columns section.

    This completes the Customized Views tutorial. Close this window to return to the Quick Start Guide.