View Window

This window is available by clicking the New or Edit buttons from the Views window. The options in this window allow you to create or modify a custom view. This consists of a collection of columns in a specific order. In order to use a custom view you will need to complete additional configuration steps within the respective Sage Timberline Office application. This will generally consist of defining and naming the same configuration of columns.

View Name

This is the unique name for the custom view. When creating a new view, you can enter any combination of letters or numbers in the view name.

Select

This button is available when a column on the left (in the Available Columns list) can be added to the list on the right (Selected Columns list). When you click this button, the column selected on the left is added to the end of the list on the right. The column on the left is then disabled because it cannot be added more than once. You can also select a column by double-clicking it or by pressing the Enter key.

Remove

This button is available when a column on the right (in the Selected Column list) is selected. When you click this button, the column is removed from the list of selected columns. After the column has been removed, it will be enabled again in the list of available columns and can once again be selected if needed.

Move Up

Use this button to arrange the order of the selected columns. When you click this button, the column is moved upward in the list.
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Move Down

Use this button to arrange the order of the selected columns. When you click this button, the column is moved downward in the list.

Available Columns

The list of available columns is dependent on the Record Type. This list represents the possible columns that can be included in the import file.

Selected Columns

This list shows the columns that have been included in the view and the order they appear in.

Click this button to accept the view configuration and dismiss this window.

Cancel

Click this button to dismiss this window and discard any changes to the view.

View Window

See Also