List Viewers

Data-Basics software uses two types of list viewer windows. A standard or full list viewer allows you to view, add, delete, or modify the records in your system. A standard viewer is accessed from the viewers menu, viewers folder, or your desktop. It can also be accessed by double-clicking the right mouse button in an Id field.

A simplified viewer can be accessed when you are performing data entry and you simply need to select an item from a list. A simplified viewer is accessed by double-clicking the left mouse button in an Id field, or by pressing Alt+F7 when the focus is in an Id field. Although your system contains many types of records (e.g., Client, Client Site, etc.) their standard and simplified list viewers all operate in essentially the same way.

Where applicable, Data-Basics' record viewers and journals are automatically filtered so that they open displaying only 'active' records or journal entries. This feature applies to both Simplified Take-Back viewers (left double-click) and Standard (right-click) viewers. For further detail on this feature, click on Active/Inactive Record Criteria. A side button bar enables you to select from All, Active or Closed records.

See List Pane Filtering to learn how to apply filtering directly to a list by right-clicking the column title.

Side Button Bar

Click this button to display all records – both active and inactive records and journal entries (within your security parameters). Clicking this button also blanks all Filter range entries entered manually.

Click this side bar button to display only active records/journal entries within your security and other filter parameters. Only those journal entries made to active accounting/payroll periods will be displayed.

Display only those records with a status of inactive (terminated, closed, etc.) and a closed date of earlier than today. In journal viewers, only those journal entries made to inactive accounting/payroll periods will be displayed.

Top Button Bar

The Filter/Find Data Button (located on the Top Button Bar of many viewers) enables you to selectively narrow down (filter) the records list – and to save these ranges for future use. For further information on using this button, click on the following topic: Find Data / Filter Button.

The Sort Order Pane

The sort order selector at the bottom of the viewer record listing lets you choose the order in which you wish the records to appear (simply click on the desired order). The viewer list order is "sticky": when you next open the viewer, the software will remember the order you chose and use it as the default sort order.

Changing the Sort Order by Column Heading

The sort order may also be changed by clicking the column heading you wish to sort by. To change the sort order from descending to ascending, click the column heading again: click to change by to descending order. Note: the ascending/descending toggle may be deactivated for extremely large tables.

Selecting a Record to View in the Standard Viewer

To access a record, use whichever of the following methods you prefer:

1. Using the left mouse button, double-click on the record you wish to view.

2. Using the left mouse button, click on the record and then click on the View button.

3. Use the Down Arrow key to focus on the record and then press Enter (or click on the View button). Note that the Up Arrow moves the focus up the list.

4. Use the Autosearch/Type Ahead feature to move the focus to the desired record.

The 'Type-Ahead/Autosearch' feature allows the user to position the caret to a specific row of a list just by typing the first few characters of the desired row. In previous version, this only worked only on first column of the list. This release extends this functionality so that it works on whatever the column the cursor is positioned in IF the target column has been pre-sorted in ascending order by clicking the column header of the desired column.

For example:

  1) the user sorts column three in ascending order
  2) the user positions the cursor at the first character in column three
  3) the user types the characters b, o, and b.
  4) the cursor will automatically positioned on the forth character of the first line having column three beginning with 'bob'.


TIP: The Home key
Press the Home key to reposition the caret at the beginning of the line being searched.

Once the desired record is selected, press Enter to view it. In most cases, Autosearch is only implemented for records with alphanumeric id’s.

5. To access a blank record, click the New Record button on the side button bar.

Menu Option to Specify Window Attributes

The File menu’s Save Viewer Attributes may be used with or without the registry option that sets the default window size and position (see Registry Control Initial Window Size and Position ). NOTE: This functionality is NOT supported for the special View Records, Starter, and Reports menus.

 When you select this option from a viewer, the Select Viewer Attributes to Save box will appear. It has two check boxes:

Save Size/Position?

If you check this box, the next time this viewer is opened, will be displayed as it is now. For example, if you have a very wide monitor, you might like to have your Folders viewer on the left side of the screen, and your Labor Journal on the right. To do so, you would position these viewers as desired, select File=>Save Viewer Attributes, and check the Save Size/Position box, and then click OK. In this example, you would repeat this process twice – once for the Folders Viewer and again for the Labor Journal. If you are doing so for the Notes viewer, you must log off and on again to see the results.

Open during login?

If this box is checked, this viewer will be open during the login process. It is recommended that you only check this box for viewers you have open every day.

Tip: Undoing Viewer Attributes
To undo Viewer Attributes, select File=>Set Viewer Attributes, clear the check boxes, and click OK.

Tip: Resetting Viewer Attributes
To reset Viewer Attributes, first select File=>Set Viewer Attributes, clear the check boxes, and click OK. Next, reset them by selecting File=>Set Viewer Attributes, and checking the appropriate boxes.

Selecting a Record to Take Back from the Simplified Viewer

To take back a record, use whichever of the following methods you prefer:

1. Using the left mouse button, double-click on the record you wish to take back.

2. Use the Down Arrow key to focus on the record and then press Ctrl+T (or click the Take-Back button) to take back the record.

3. Use the Autosearch feature to move the focus to the record (as described above). Then press Ctrl+T (or click the Take-Back button) on the record to take it back.

The Folders Viewer provides a structured, alternative method of accessing standard viewers for data-entry and initial system setup purposes. To learn more about this approach, click on the following topic: Data-Entry Folder Viewer.