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- Main: This tab presents the date format, currency visibility, and applied filters.
- Filter: Using this tab, you can define filters.
- Order: This tab can be used for changing the order of documents or items in the list. For example, the documents can be listed according to their dates: from earlier to later ones.
- Conditional Appearance: Using this tab, you can change the appearance of specific columns based on conditions.
- Grouping: Using this tab, you can select how to group the data.
The List Options dialog box. The Main tab
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You can enable the filters that by default are available on top of the corresponding document list; these filters are shown with already selected condition type (as on in the screenshot below, Equal to). You need to enable the filter by selecting the corresponding check box and selecting a particular value (for instance, Block Optic as the company of interest on in the screenshot below).
The List Options dialog box. The Filter tab
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From the available fields in the left pane of the form, point a field to be included in condition (which can be defined in the right pane) and click Select on the left toolbar. For each selected field (column) you can select the sorting order: Ascending or Descending. On In the screenshot below, the ascending order should be applied to document dates, that is, earlier documents will be listed with the earlier documents on top of the list.
If multiple fields are involved in conditions, the application will apply the conditions sequentially from top to bottom. For instance, if the Dates are Descending and the Amounts are Descending, then, for each date, starting the current, the current documents with largest amounts will be listed first.
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- Format: Use this tab to select the required formatting parameters and specify their values.
- Conditions: On this tab, set the conditions for applying the formatting.
- Formatted fields: Here, specify the fields (columns) to apply conditional formatting.
The Edit conditional appearance item dialog box. The Format tab
For example, the rows with documents where the amounts are greater 5 and in Euro, we want to highlight in pink. The lines with negative amounts, we want to mark in redthese amounts will have the text aligned left. For this, proceed as follows:
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