Customizing Category Views

Overview of Customizing Category Views

You can customize the category views in the following ways:

manage which columns are displayed, and determine the order of the columns in a list
set the sort order and direction of the attributes
create, save, and manage searches

Manage Columns in a List

To add, remove, or reposition columns in a list, click the Manage Columns button

on the toolbar.

The Manage Columns button displays the Manage Columns window, which reflects the current settings of the list. Here is an example of the Manage Columns window.

Manage Columns Window

To add, remove, and reposition columns, use the control buttons that are described below.

Note: Changes that you make affect only the category views on your computer.

Tip

You can select a set of noncontiguous columns in the list and then add, remove, or reposition the selected set as a single entity.

Manage Columns Window Buttons

Button	Description
	Adds one or more selected columns to the list.
	Adds all available columns to the list.
	Removes one or more selected columns from the list.
	Removes all columns from the list.
	Moves one or more selected columns to the left in the list.
	Moves one or more selected columns to the right in the list.

Note: The workspace search is applied to all columns in the view, even to columns that you remove from the Displayed columns list as long as they are still in the Available columns list. For example, if you remove the Name column from a list, the search still searches for name values and returns results based on the contents of that column. For more information about using searches, see Searching List Content.

Sort Lists by Column Content

Sort Single Columns in a List

When you display a list of items in a category view, click a column label to sort rows in ascending order, based on the values in the selected column. Clicking the column heading toggles between ascending and descending order.

To indicate that a column is sorted, a sort icon appears next to the column label and shows whether the sort is in ascending ( Ascending sort icon

) or descending ( Descending sort icon

) order. The sort icon does not appear next to the label until that column is sorted.

Sort Multiple Columns in a List

You can also sort a list by more than one column and, if desired, in ascending order by some columns and in descending order by other columns.

To sort a list by more than one column, click the Sort button

on the toolbar.

The Sort button displays the Sort window, which reflects the current sort order of the list. Here is an example of the Sort window.

Sort Window

To add, remove, or reposition columns in the sort order, use the control buttons that are described below.

Sort Window Control Buttons

Control	Description
	Adds selected columns to the sort order.
	Adds all columns to the sort order.
	Removes selected columns from the sort order.
	Removes all columns from the sort order.
	Moves one or more selected columns higher in the sort order. Note: The first column that is listed in the sort order becomes the primary sort column.
	Moves one or more selected columns lower in the sort order.

Tip

You can select a set of noncontiguous columns in the list and then add or remove the set as a single entity.

To specify the direction in which to sort a particular column, click in the Sort Direction cell, and then select Ascending or Descending.

Searching List Content

About Searching List Content

You can search the list in a category view to view only particular workflow definitions, workflows, or activities. For example, suppose you want to see the entry for a version and you use the UUID to identify the version.

To limit the number of items that appear in a list, you can use search to perform the following tasks:

Create and save search criteria for reuse
Modify a saved search
Apply a saved search
Manage saved searches

Here are the different parts of the search bar.

Search Bar

1	Search criteria: Use the search text box to specify search criteria.
2	Search menu: Use the search menu to save and manage searches. The menu expands to display the last ten saved searches by default. The order can be different based on the order that is specified in the Manage Saved Searches window.

Create and Save Search Criteria for Reuse

You can save search criteria for reuse. Saved searches are available only for the category view in which the search was saved.

To save search criteria, follow these steps:

On the search bar, specify search criteria in the search area. You can specify the criteria in any of the following formats:
- alphanumeric combinations
- alphabetic characters only
- numbers only
- special characters
- compound words
- mixed case
  
  Note: Search criteria are not case-sensitive.
Click Save Search. The Save Search window appears.
In the Save Search window, specify a name for the search and an optional description. Click Save.

Note: The search name can be modified in the Manage Saved Searches window. The rule and description cannot be modified for an existing search. If you want to change the rule or description, you must create a search that has the same name to replace the existing search.
In the confirmation window, click OK to replace the existing search.

Search Information Area

When you search items in a list, the search information appears in the area beneath the toolbar. The information shows the search criteria that are in effect and provides a tally of how many items are searched from the total number of items.

Here is a sample of the search information area. In this sample, six activities out of ten contain the text “test”.

Search Information Area

Modify a Saved Search

Although you cannot modify an existing search, you can create a new search and replace the existing search with the new one.

To create a new search and replace the existing one, follow these steps:

In the search area on the search bar, enter the search text that you want to include in the new search.
Click Save Search.
In the Save Search window, enter the same name as the search that you want to replace.
(Optional) Enter a description.
Click OK.
In the confirmation window, click OK to replace the existing search.

Apply a Saved Search

To apply a saved search, click the search menu down arrow, and select the search from the list. If there are more than ten saved searches, follow these steps:

Click More on the search menu to display the list of all saved searches.
Select the search that you want to use, and click OK to apply the search criteria to the current list.

Manage Saved Searches

You can rename, reorder, and remove saved searches as necessary by using the Manage Saved Searches window.

Click the down arrow in the save search menu and select Manage Saved Searches. The Manage Saved Searches window appears.
To rename a saved search, click in the Name column and enter a new name. The change is saved when you navigate away from the column or press ENTER.
The Order column indicates the order in which saved searches appear in the search menu. To reorder the list, use the move down (and ) and move up ( and ) buttons.
To remove a search, select the search and click .
Click OK.