Column headers are simply the columns that you can display in your Worldox Search Results Screen. Here's an illustration pointing to the column headers:
The columns represent both meta data regarding the file, and the profile of the file that you have highlighted.
As you can see based on the teal font in the bottom right hand corner of the screen, this file highlighted is in the Client\Cabinet and the column headers are labeled for the field that is represented underneath for that file. The last column when highlighted on this particular file is labeled "Status".
When we select a different file (in this instance we'll select one from the Client\Investment Accounts cabinet) the column headers will change according to the profile of the document.
As you can see when highlighted on this document, the last column is listed as AcctNo.
This is because in the Client\Investment Account cabinet this field is labeled AcctNo, and in the Client\Client Cabinet, the field is labeled Status.
This search results list is sorted by the Category field as indicated by the blue triangle next to the field.
You can add/ remove/ resize, and sort on the various fields.
Note: This chapter provides you with information on adding and removing columns along with saving column headers for use later. If you'd like to set up a default column header template for your search results, please see the chapter on Style Sheets.
If you are not displaying a column you would like to see, you can add it.
Note: Pay attention to which direction the bracket is curved to tell if you are changing the column to the left or the column to the right of your cursor.
You can tell which column header is sorted on by the blue triangle next to the column. You can sort by a single column or multiple (2) columns.
A blue arrow will appear in that column header indicating the active sort
If the arrow is pointing up, the sort is in an ascending order. If the arrow is pointing down, the sort is in a descending order
To change the direction of the sort, click on the same column header again
Right-click on an empty space in the column header section of the search results window
Select "Set Multi-Level Sort"
Choose fields for the "Sort By" and "Then By" sequence. Then select Ascending (A to Z) or Descending (Z to A) for each selection and click "OK"
Note: The Sort window will only display the fields available in the Column Headers
You can save your Column Headers as Templates for future use.
To Create a Column Header Template:
You may wish to associate a Column Header to a specific Find Template so that your columns are appropriate to the type of search you are performing.
Open a Profile Card
Select Options > Edit Template
Double click on the template for which you'd like to associate the column header template
Click "Search" to execute a search
Save the Column Header Template
Select the "Associate with this type of list: <template name>" radio button
Save for Everyone if you'd like to apply the column header for everyone who uses this search template. Otherwise, click "Only Me" to save for just yourself. Note that the "everyone" option will be available only to users who have the ability to make global changes.