Now let’s turn to the Table View where you have a few additional options for grouping participants and contacts/locations. First, please note that the “Filter By” feature works the same as in Icon View and that any filters will carry over between views. Searches and “Add”/ ”Remove” work in the same manner and will be carried between views.
In addition to the search bar and “Filter By” button, you now have the options to “Edit Columns” and “Group By” for the People section.
Edit Columns and Group By
“Edit Columns”, much like “Filter By”, brings up a new dialog box which will allow you to select which columns you would like to show in the table.
To make more columns visible in the table, simply highlight them in the “Available columns” box (please note that CTRL/CMD + Click and CTRL/CMD + A work for both boxes in the Edit Columns dialog box) and then press the “Add” button. Fields displayed in the box on the right will be displayed in the table. You may remove them using the “Remove” button or reorder them using the “Move Up” and “Move Down” buttons.
Finally, pressing “Cancel” will disregard any changes and close the dialog box. This will revert to the previously selected columns. However, pressing the “Save” button will immediately apply the current Edit Columns parameters to the table. Changes made in “Edit Columns” will apply to both the People section and the Places section.
The “Group By” function is like the “Filter By” function, but places participants into groups based on common characteristics. These characteristics can be any data field from the People List including Full Name, First Name, Last Name, Email Address or any custom fields.
Once you have completed your work within the Group By dialog box, pressing “Cancel” will disregard any changes and close the dialog box. This will revert to the previously selected groups. However, pressing the “Save” button will immediately apply the current Group By parameters to the table. If you want to remove all groupings, simply change “Group Items By” to “none”.
Edit Place Labels and Sort By
The Places section has additional options for “Edit Place Labels” and “Sort By.” “Edit Place Labels” allows you to control what information is displayed on the headers for each bucket. These changes are reflected in both Table View and Icon View. Clicking on “Edit Place Labels” will bring up a dialog box similar to the “Edit Columns” dialog box. Here you can move fields from the available place labels into the visible place labels and reorder them. The first label will always appear in bold.
The “Sort By” option brings up a new dialog box. First, select which columns are available to sort by from the dropdown menu. The options are “List Fields,” “Question Fields,” and “Tracking Fields.” In this case, the default is “List Fields.”
After you have selected where the available columns appear from, you can choose which items to sort by. You can select up to three levels of sorting. The sort will progress in order, first sorting by the top selection, then the middle selection, then the bottom.
After selecting the item to sort by for a particular sort level, you may select either ascending or descending from the radial buttons to the right. At any point, you can press “Clear All” below the selection levels to clear all sorting parameters and restore the defaults.
Unlike Icon View, you may use the check boxes to the left of the table in order to mass “Add” or “Remove” participants. There are no Select All or Unselect All icons in Table View because these checkboxes take the place of those functions. The checkboxes next to the Places labels select participants within a bucket, whereas the leftmost checkbox on the header of the Places section selects all buckets.
Clicking the header for any column will sort that column first by ascending and then (upon second click) descending order.