Home → Training Manual Archives-Worldox GX4::Savvy Searching → Refine and Manipulate Search Results → Column Headers
For a video see: Worldox - Customizing Column Headers
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.
-The column headers can be resized in order to show more or less data. To resize them, simply hover your mouse over the edge of the header and drag it to make it narrower or wider.
Left-click on the column heading you no longer want to view
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"
The sort format will stay in effect until you change it
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:
Right-click in a blank space on your column header