Add a Sort Theme

A sort theme determines how PCS sorts records in the data entry grid. Adding a sort theme allows you to select which field(s) to sort records by and if records sort alphanumerically in ascending or descending order.

Complete the following steps to add a sort theme:

1. Click Modules > Edit <module> Data. For example, click Data Entry > Edit CPDM Data to open the Edit CPDM Data window.

2. Open the data entry grid that you want to add a new grid layout theme. For example, click the Inspection tab and then the Test Point tab to display the Test Point Inspection grid.

   

   Edit CPDM Data Grid - Test Point Information

3. If you want to collapse the Selected ROWs pane to view more of the grid, click the Selected ROWs bar. Clicking the bar again expands the pane.

4. Click the Customize tab and then the Sorts tab.

   

   Customize Window - Sorts

5. Click Add to open the New Sort Theme window.

   

   New Sort Theme

6. Type a name for the layout theme in the field Enter Theme Name (required).

7. If you want to create a public theme, select the Public check box. When the option is not selected, the layout saves as a private theme.

   Themes are either public or private. A public theme is available for use by all PCS users. A private theme is available only to the user who creates it.

8. If you want to copy fields from an existing layout theme, select the Copy Content check box. Then select a theme from the Copy Fields From Theme drop-down list.

   If you do not want to copy fields from an existing layout theme, remove the check mark inside the Copy Content check box by clicking the check box.

9. Click OK to save changes and return to the Sorts window.

10. Complete the following steps to add and remove fields in the new sorts theme as needed:

    1. Click the toggle arrow for a field category in the left pane of the window to view a list of fields available for selection. For example, click All Fields.

    2. Check the check box for the field and click or double-click the field. The field is added to the list of sorted fields in the pane on the right.

    3. Repeat these steps as needed until all desired fields are listed in the pane on the right.

    4. To remove a field in the layout theme, select the field and click or double-click a field listed in the right pane to move it to the left pane. Repeat this step as needed.

11. Select a sorting method for each field listed in the right pane. To sort grid records in ascending order, click the toggle button to select . To sort in descending order, click the toggle button to select .

12. To change the order of fields listed in the right pane and subsequently in the grid, click and drag a field to a new position in the list. Or, select a field and then click the or button.

13. Click Save and Close to save changes and return to the data entry grid.

14. To apply the new layout theme to the data entry grid, click the Options tab to open the Options window.

    

    Options Window

15. In the View pane, select the new sort theme from the Select Sort Theme drop-down list.

16. Click Apply to apply changes and return to the data entry grid.