Select Records Dialog |
The Select Records dialog, accessible from the Select Records button in the Print dialog, displays the list of records from the database specified in the Database Setup dialog. It enables you to dynamically sort and filter the record set, and select the records that you want to print.
The default view of the dialog includes the following components:
Filters the record set by the entered characters. Also called the Find Panel, the search box is located along the top edge of the dialog. To remove a Search filter, click at the right side of the input box.
Displays the record number for the record in the corresponding row.
Specifies which records are selected to print. Click the checkbox adjacent to a record to select that record for printing; click the checkbox again to deselect the record. Alternatively, you can select or deselect all records in the record set by clicking the checkbox at the top of the column. This column is not available if you have enabled the Quantity Column.
By default, the dialog displays columns matching the database fields that are connected to a template object. You can sort the record set based on any database field column by clicking the column header.
Shows the record number for the database record currently selected, as well as the total number of records included in the record set. Enables you to quickly navigate through the record set to a specific record using the navigation arrows.
Displays the record numbers for the records you have selected to print. You can also manually specify the records you want to print by entering the records into the Selected Records field. A series of record numbers can be specified using commas: 1,3,7. A range of records can be specified using hyphens: 1-3. You can specify both a series and a range of records to print using a combination of hyphens and commas: 1-3,7,8. If the Quantity Column has been enabled, you can additionally specify print quantity for selected records in this field.
The dialog is customizable, enabling you to configure its appearance and function to best fit the needs of the data and items being printed. Customization methods include the following:
You can remove Search from the dialog by right-clicking anywhere in the dialog and selecting Hide Find Panel from the context menu. Alternatively, you can select Show Find Panel from the context menu to show Search in the dialog if it has been previously hidden.
The Quantity Column enables you to specify the number of copies to print for a selected record. When you click on a row to select the record for printing, the default quantity indicated is determined by the value specified in the Copies field of the Print dialog's Quantity mini-tab. You can override the default quantity by specifying a new value using one of the following methods:
In the Quantity Column for the record you want, double-click on the default value for the selected record, and enter the value you want. Alternatively, use the up and down arrow controls to specify the quantity.
In the Selected Records field, enter the quantity for any record that requires a print quantity other than the default. To do this, type the quantity in parenthesis immediately following the record number. For example, if you type "2,3,4(2)" in the Selected Records field, 2 copies of record #4 will print, while the default number of copies will print for record #2 and #3. You can specify print quantity in the Selected Records field only when the Quantity Column has been enabled.
The Quantity Column is available on the the Select Records dialog only after it has been enabled.
To enable the Quantity Column in the Select Records dialog
On the Print dialog's Quantity mini-tab, click next to the Copies field to open the Print Quantity Options dialog.
If not already selected, select Specify quantity in print dialog.
Enable (check) Allow record selection dialog to override copies.
Click OK to close the Print Quantity Options dialog.
The Select Records dialog supports several methods for filtering the displayed database records. You can choose the method that best suits your needs, from a simple filter button or an auto filter row for individual columns, to a more complex expression involving one or more conditional statements and one or more columns. For details on filtering the record set, refer to Filtering Data using the Select Records Dialog.
You can sort the records displayed in the dialog using one of the following methods:
Click the column header for the database field to sort the record set in ascending order based on the values of that column. Optionally, you can click the column header again to sort in descending order. Further clicks to the header column toggle between ascending and descending order. Clicking a different header column removes ALL sorting on the previous column.
Right-click anywhere in the column that you want to sort by and select either Sort Ascending or Sort Descending from the context menu. You can sort on a second column in this same manner and create a secondary sort order within the first sort order.
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You can clear all sorting at any time by right-clicking anywhere in the dialog and selecting Clear Sorting from the context menu. |
When you enable grouping, the record set is collapsed into nodes for each unique entry within the group-by column. Individual nodes can be expanded to see the records within that node by clicking next to the node you want. Expanded nodes can be collapsed by clicking next to the node you want.
When you want to group records, you can access the following options from the dialog's context menu:
Group By This Column: Groups the record set by the column in which the context menu was opened. When selected from a context menu opened using a column within an existing group-by node, the record set within each top-level node will be further grouped by the column in which the context menu was opened, creating a hierarchical grouping display.
Show Group By Box: Enables an interactive area above the record set. Click on and drag a column header into this interactive area to group the record set by that column. Displays the group-by hierarchy when you have enabled grouping based on multiple columns, and enables you to modify the hierarchy by dragging and dropping the column headers within the interactive row.
Hide Group By Box: Hides the interactive Group By Box above the record set. Does not impact the specified grouping.
Full Expand: Once the record set has been grouped, selecting Full Expand will expand each of the record set groups, as well as any sub-groups within them.
Full Collapse: If any of the record set groups have been expanded, selecting Full Collapse will collapse all expanded groups.
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To clear all grouping you have previously specified, select Show Group By Box from the context menu and then right click in the "Group By Box" and select Clear Grouping. Alternatively, to clear only a specific group by specification, in the "Group By Box", right-click on the grouping that you want to clear and select UnGroup. |
You can use the following methods to quickly customize column order and width:
Modify column order by clicking on and dragging a column header to a location between two other column headers and releasing it.
Re-size columns by clicking on and dragging the borders between the column headers.
Additional column customizations are available from the context menu options.
Show All Columns: When selected, displays all fields, regardless of whether or not they are used as an object's data source.
Show Used Columns: When selected, returns to the default view of displaying only those fields connected template objects. Will display columns that you previously removed, assuming they are connected to a template object.
Remove This Column: Removes the column from which the context menu was opened.
Column Chooser: Opens a column customization window that lists any columns not currently displayed with the record set; if there is a column listed that you want to include in the display, click on it and drag it to the location in the header row where you want it to appear.
Best Fit: Re-sizes the column from which the context menu was opened to its optimum size to fit the data within it.
Best Fit (all columns): Re-sizes all of the columns to their optimum size to fit the data within each column.