> Listviews

Listviews

A listview is a means of displaying data in columns and rows, in a similar way to a spreadsheet.

There are three types of listviews:

  • Standard listviews

    Standard listviews are used to display information in ordered columns and rows. Each item is shown as a row in the table and each column shows the values associated with the item. They contain columns, and are populated with rows of data. A cell contains the individual values that are displayed.

  • Data grids

    Data grids are similar to listviews except they are used to enter data into rows and columns.

    As detail lines are added, only the minimum of data validation is performed. The amount of data that can be entered in the cell of a grid is usually determined by the program itself.

    Most of the functionality of a data grid is the same as a listview, except that data grids cannot be customized (e.g. changing the tabbing sequence).

    Data grids can have a maximum of 99 columns.

  • Customized pane listviews

    You can customize the look-and-feel of a listview (e.g. change column widths, resequence columns, change fonts and colors, etc). These changes can be saved as preferences against the operator.

Listview functions

Field Description
Mini Toolbar Displayed above or below the listview sub menu, this enables you to:
  • Increase/Decrease the listview font size
  • Expand/Collapse groups
  • Change the background and foreground colors
  • Call up the Find function (listview only)
  • Filter text (listview only)

  • Filter columns (listview only)

  • Apply a new font or theme (listview only)

  • Modify how data is visualized in a cell by using the XAML markup code feature (listview only)
Export/Print  
Print Prints the contents of the columns currently displayed in the listview to a Windows printer.

Depending on the print layout defined (see Print Page Setup), some columns are automatically reduced in width to fit the listview on the page.

Print Page Setup Defines the page setup options for printing the listview, including paper size, orientation, margins, headers and footers, etc.
Print Preview Preview the listview on the screen before printing it.
Print Columns across Multiple Pages

Prints all columns in the listview over multiple pages, using the column heading width displayed.
Print Page Border

Select this to print the page border on each report page.

This option will affect the performance when printing the report.
Email Report Emails the contents of the listview to an email recipient as an HTML attachment.

You will need to indicate an e-mail address of the recipient. Entry of a subject line and additional text is optional.
Export as HTML Generates an HTML file (name of the operator with an .HTM extension) containing the contents of the listview in the Base\Samples folder.
Export as XML

Generates an XML file containing the contents of the listview.

You need to enter the name for the XML element that will contain the detail records, and the name and location for the file. A stylesheet is created with the same name, but with an .XSL extension.
Export to Excel

Exports the listview to Excel as an HTML file which can be edited using normal Excel commands.

All values from alphanumeric fields are treated as text values in Excel.

Export to Excel (CCYYMMDD) Exports the contents of a grid-style listview to Excel, but forces all date values to be output in CCYY-MM-DD format.

This addresses an issue where SYSPRO is unable to correctly interpret date cells pasted back into a grid-style listview that do not conform to this format (e.g. 28 June 2016).
Export as Excel Chart Exports the listview into Excel as an Excel chart (i.e. a graph).

At least one column containing numeric data must exist in the listview for the chart to be created.

You will need to indicate the X-axis and Y-axis of the chart and also the type of chart you require.
Copy Selected Records Copies the row(s) currently highlighted in the listview to another application (e.g. Excel).
Multiple Row Selection Exports selected listview rows to a third party application such as Excel.

You can use the Ctrl key (together with your mouse pointer) to indicate the rows you want to export. You can then select Ctrl+C or the Copy Selected Records option to copy the rows into the third party application (e.g. Excel).
Paste (all columns) Ensure that you have data for all the columns that can appear in the data grid before selecting this option.

When you select to Paste (all columns) the date you are pasting must be in the format CCYYMMDD. The date is not converted into your SYSPRO date format.
Paste (visible columns only) (Applicable to data grids) This makes it easier to create an Excel spreadsheet of columns suitable for pasting into a data grid.

You can export the current listview to Excel and, using the same columns shown in Excel, paste them back directly into the same listview. This prevents you having to sequence the columns in Excel according to the listview's original column sequence.
Duplicate  
Customize  
Show Listview Toolbar Displays the built-in toolbar for the listview (if applicable).
[Note]

  • You cannot deselect this option when the Show built-in toolbar option is enabled in the System-wide Personalization program.

  • You cannot deselect this option when the toolbar contains any buttons which are predefined by SYSPRO developers.

  • The Refresh button is not displayed on the toolbar for Associated panes (these are linked to a key field and are automatically refreshed when the key field changes).

  • This option saved at operator level, which means that even if it is set at Role level in Design mode, the operator can override it.
Macro for This indicates the macro for the listview. This uses the VBScript Editor program to add events for the current field or for the entire listview.
Add Custom Columns

This enables you to retrieve custom form fields (or blank fields populated with VBScript) for display in a listview. This applies to standard listviews as well as listviews in customized panes.

This option is only available if:

  • The SYSPRO company is configured to use SQL Server for data storage

    In a C-ISAM environment you will only be able to add blank columns to a listview. In addition, if you already have custom columns added to a listview, then these columns will not be populated with data.

  • The option to store the custom form field information separately for each custom form has been selected (SYSPRO Ribbon bar->Administration->Custom Forms)

  • None of the columns defined in the listview are configured to be editable.

When adding a custom column to a listview, the column is only populated with data when the listview is refreshed. This could entail closing the program and opening it again.
Column Headers Removes/reinstates column headings for the listview.

You can also restore headings using the Ctrl+Shift+V key combination.
Grid Line Style

The color and style you require for horizontal and vertical grid lines.
Text Color The color in which you want to display the data within the listview.
Background Color The color in which you want to display the background behind the data within the listview.
Row Font The font and font size in which you want to display the data within the listview.
Caption Text Color The color in which you want to display the column headings in the listview.
Caption Font The font type and size in which you want to display the column headings in the listview.
Footer Background Color The color in which you want to display the background behind the text for the column headings in the listview.
Shade Group Headings Displays group heading rows as shaded for heading rows created when you use the Group By This Field or Group by Box options to group the data within the listview.
Bold Group Headings Displays group heading text in bold for heading rows created when you use the Group By This Field or Group by Box options to group the data within the listview.
Select Styles

For listviews that have been designed to cater for styles, you can view the listview items to which styles can be applied.
Apply Styles Applies the style defined using the Select Styles option to the listview.
Alternating Row Color Shades each alternate row in the listview in a specific color.
Remove Alternating Row Color If you have set alternate rows to a different color, then this removes the shading.
Watermark file  
Freeze Columns

Lock up to five of the leftmost listview columns in position. Once locked, the (frozen) columns remain visible when you use the horizontal scroll bar at the bottom of the listview.

Note that the actual number of columns displayed as frozen in a listview is affected by any columns hidden by default within the columns you selected to freeze. Therefore the actual number of columns displayed as frozen will not match the number of columns you selected to freeze.

You can 'unfreeze' previously locked columns by selecting None (0) when specifying the number of columns to freeze.
Group Dates by Date Groups dates in the listview by the actual date. The data in the listview must be refreshed before the change is effected.
Date Format The format in which you want to display dates in the listview.
Group By This Field Resequence the data in the listview according to the entries in a specific column (except for listviews that display a limited number of rows at a time).

The rows in the selected column are sorted and displayed together in a tree view structure according to the commonality of the data in each row. The column heading on which the data is grouped is displayed as a field above the listview heading and an arrow against the field enables you to sort the groups in ascending or descending order.

You can create a sub grouping by selecting the Group By This Field option against another column.

To restore the listview to its original settings, you can either select the Reset View option, or drag the column headings you are grouping by back into the listview headings.
Group by Box This performs the same function as the Group By This Field option, except that this option displays an area above the listview heading into which you can drag the column names by which you want to group the listview data (i.e. you do not have to select the Group by Box function from a specific column heading in the listview using your mouse pointer).
Remove this Column Deletes the currently selected column from the listview.

You can restore the column to the listview by selecting the Field Chooser option and dragging the column back onto the listview.
Field Chooser Displays a list of columns that are available to be dragged onto the listview. You can use this option to restore previously removed columns to the listview.

When you add a custom form column to the listview, you can click in a cell of that column and use the Show all custom form fields option to display all custom form fields in that column.

This option is not available when your User Interface is designed by operator role (Customization Management). This is by design. When the user interface is controlled at role level, operators should not be allowed access to any additional columns not in the role. Note that the operator is not prevented from removing columns from the listview, but these can be restored using the Reset View option.
Automatic Column Sizing Displays all columns within the available display space for the listview.

For listviews with numerous columns, this can result in the width of some columns being less than the width of the data within a column.

The horizontal slider bar at the bottom of the listview is removed as the entire listview is displayed within the available space.

For listviews with few columns, the columns are expanded to fit the available space.

If you select this option together with the Best Fit option, then columns are resized only within the available space, as the Automatic Column Sizing option takes precedence over the Best Fit option.

Best Fit Resizes each column to the width of the column heading. It does not resize the column to the width of the data.

If you selected the Automatic Column Sizing option, then columns are only expanded to the display size of the listview, as the Automatic Column Sizing option takes precedence over the Best Fit option.

Alignment Aligns the data within the currently selected column either to the left, to the right or to the center.

This option can only be selected using your mouse pointer on the required column heading.
Auto Preview Automatically displays additional text attached to the row. This only applies in listviews where Preview Text can be added.

For example: When you add notes to an activity using the Contact Activity Posting program, then you can select this option to display these notes against the activity in the Activities listview of the Contact Query program.
Smart Link Enables Smart Links in the listview.

A Smart Link is a customizable mini-menu that allows you to launch predefined context-sensitive functionality, SYSPRO programs or executables (.exe) that you have added. Smart Links become available when you move your mouse pointer over a column that has been configured to be Smart Link-aware. This is indicated by an icon containing an 'i' with a circle around it.
Multi-line Layout Enables you to display information in a listview column over multiple lines. The information is wrapped around onto additional lines within the width defined for the column. This means that you can view all the information in the column without having to expand the size of the column.

You typically use this option on a column which contains a lot of information (e.g. Stock code description, Stock Code long description or an Address column).

[Note]

This option only applies to some listviews and listview columns (i.e. it cannot be applied to all columns in all listviews).

When you select this option, the horizontal slider bar at the bottom of the listview may be removed.
Multi-line Headings Displays column headings on multiple lines when you reduce the column width. The heading is wrapped around onto additional lines within the width defined for the column.

If you do not select this option, then the heading is truncated according to the size of the column.

When you select this option, the Multi-line layout option is automatically selected and cannot be deselected.

Filter Rows Reduces the number of rows displayed to include only those containing specified text.

This provides a useful search type facility to locate specific rows in the listview.

When you select this option, you are prompted for the text on which you want to filter the rows. As you enter the text, only those rows containing the text you entered are displayed in the listview.

[Note]

Filtering is only performed on the rows currently displayed in the listview and not on all the rows stored in the data files/tables.
Filter by Column

Inserts a blank line between the column header and the listview cells.

When you select this area above a column, the values for that column are displayed in a dropdown list. Once a value is selected from the dropdown list, only rows that match that value are displayed in the listview.
Autosum

Autosum options are applied to the column selected.

Automatic summing and averaging can be applied to numeric columns only.

[Note]

Hidden rows are excluded from the totals.
Column sum Adds the value of all entries in the column and display the total in the column footer.
Column Average Calculates the average value of the values in the column. This adds all values in the column and divides the result by the number of rows in the column.
Row Count Adds the number of rows in the column and displays the total in the column footer.
Group Totals Displays sub-totals at the change of each group.

Totals are shown on change of the grouped field in bold.

The columns that are subtotalled are the ones selected in the Auto Sum Columns option.

The word 'Subtotal:' is displayed in the first column of the subtotal record.

You only can produce subtotals if a single column is grouped.

If you use the Filter Rows feature (CTRL+F), then you can type in 'sub' and to display only the sub total rows.
Remove All Removes all Autosum footer totals currently displayed.
Conditional Formatting This can be applied to numeric or date columns in a listview.
Top 10 Highlights the highest 10 values or the latest dates in the selected column.
Bottom 10 Highlights the lowest 10 values or oldest dates in the selected column.
Advanced Performs sophisticated cell and row formatting to highlight exceptions using the Conditional Formatting program.

Up to 10 rules for each listview can be applied.

Advanced conditional formating cannot be applied to any of the SRS Documents > SRS Document Archive Viewers listviews.
Remove All Removes all conditional formatting previously applied to the listview.
Adjust Rows to Display Indicate the number of rows to display in the current listview at any one time.

The vertical scroll bar on the right hand side of the listview can be used to scroll up or down the rows.

If there are multiple tabs above a listview, then each of these is a separate listview. This means you can define the number of rows to return against each listview tab individually.

The Default number of rows to return option controls the default number of rows to apply on the initial loading of a listview.

[Note]

Press Ctrl and F9 on your keyboard for a shortcut to this function.
Find and Replace This option is only enabled for data grids. It enables you to locate text you entered and to replace it with different text.
Reset View Resets the listview to its standard SYSPRO default settings. The customizations you applied to the listview are removed/reversed.

If your operator code belongs to a role, then the listview is reset to the defaults defined against the role layout design.
Clear Sort Items This option is only enabled after you sort the listview on a specific column. The listview remains sorted on that column until you select this option.

This removes the sort indicator (up or down triangular arrow). The data is sorted on the default column the next time you load the listview. The data remains displayed in the same order for the current run of the program. Use the Reset View option to reset the data to be displayed in the default order without exiting the listview.
Expand All Rows When you use the Group By This Field or Group by Box options to group the data within the listview, the listview rows are arranged in a tree view structure.

You use this option to display all rows in the 'tree view' structure.
Collapse All Rows

Displays only the column by which you selected to group the items (i.e. the 'root' of the tree for each group).
Rows Indicates the total number or rows currently being displayed in the listview.

Personalizing listviews

Default settings for all listviews can be set using the Personalize program from the SYSPRO Ribbon bar.

Listview settings defined using the System-wide Personalization program override the personalization preferences set by each individual operator.

See Activity considerations in Notes and warnings.

Field Description
Default font for listviews and forms

Indicates the font currently in use for listviews and forms.
Change Font

Changes the default font and font attributes (e.g. bold, italic) of listviews and forms in SYSPRO.

[Note]

This does not apply to the SYSPRO main menu listview pane.
Apply font to all

Applies the default font for listviews rows, regardless of whether an operator has assigned a different font to listview rows.

The only exception to this will be listviews where the font and style has been customized using CTRL+Q (i.e. customizing individual rows).
Default font for listview captions

Indicates the font currently in use for listview captions.
Change Font

Changes the default font and font attributes (e.g. bold, italic) of listview captions in SYSPRO.
Apply font to all captions

Applies the default font for listview captions, regardless of whether an operator has assigned a different font to listview captions.

The only exception to this are listviews where the font and style has been customized using CTRL+Q (i.e. customizing individual rows).
Font for Quick View

Indicates the font currently in use for the Quick View displays.
Change Font Changes the default font and font attributes (e.g. bold, italic) of the Quick View displays in SYSPRO.
Listview options
[Note]

These options apply only to listviews and not to Display Forms, Entry Forms or any other type of object.
Default date format

Indicates the format in which you want to display dates in listviews. The date format you selected is displayed next to this field.
Apply date format to all listviews

Applies the default date format in all listviews, regardless of whether an operator has assigned a different date format to listviews.

The only exception to this is listviews where the font and style has been customized using CTRL+Q (i.e. customizing individual rows).

[Note]

This option does not apply to Entry Form style 'listviews'.

The date formats for Entry Forms are always one of the following:

  • DD/MM/YYYY
  • MM/DD/YYYY
  • YYYY/MM/DD
Show disabled listview cells in gray Displays the descriptive text for listview cells which cannot be edited in gray.

This applies to entry type listviews.
Show lock icon for disabled listview cells Displays a lock icon next to listview cells which cannot be edited.

This applies to entry type listviews.
Show multi-line column headings Displays listview headings across multiple lines. This increases the height of a listview heading to accommodate the full description for each column heading of the listview.
Shade sorted columns Apply background shading to highlight the column by which the listview is sorted.
Comment line style Indicate the style you want to display comment lines in listviews.
Color Indicate the color in which you want to display comment lines in listviews.
Column line style

Indicate the style you want to use to display columns in your listviews.
Column style
Option Description
Explorer Display the Windows Explorer style as the column style for your listviews.
Office 2003 Display the Microsoft Office 2003 style as the column style for your listviews.
Office 2007 Display the Microsoft Office 2007 style as the column style for your listviews.
Reset Listview Settings

Removes the layout settings applied to all your listviews and resets them to the default listview layout for your operator code.

[Note]

Selecting this function has no effect on listviews that are customized for a specific role to which your operator code is assigned.
Preview

Test your selections before applying them to property windows throughout the system.

VBScript in Listviews

You can use VBScript to control what is displayed and how it appears in a listview.

Once the XML to define the listview structure has been built, it is passed to the ListviewProperties variable which renders the structure.

You can use a wizard to assist you in building the XML of your listview. The Listview Designer wizard assists you in creating your own listview structure, while the Listview Properties wizard assists you in creating a listview using the output of a business object to populate the listview.

Right-click on a column header in the listview and select Customize->Macro for: to display the VBScript editor.

String lines of up to 2000 characters can be inserted into a VBScript and exported successfully as a customized pane.

Notes and warnings

Restrictions and limits

  • The maximum number of characters that can be pasted into a data grid cell is 400 characters.

  • Not all options are enabled when you select to customize a listview. This is because some functions are performed on a specific column and the system needs you to indicate the column on which you want to apply the function. You must therefore place your mouse pointer on the required column and select the function you want to perform.

  • Grouping and sorting cannot be applied to any editable data grid that allows the adding of blank rows (lines).

  • Grouping cannot be performed on any listviews which are pre-designed with a treeview or a grouping.

  • Column sorting cannot be applied to limited listviews (i.e. listviews which typically only display 20 rows at a time). The reason is that only the 20 rows displayed would be sorted. Such listviews may, however, have a Sequence option you can use.

  • Column sorting cannot be applied to custom columns added to a listview when none of the standard columns on the listview can be sorted.

  • When launching a Listview screen from a browse facility (such as the Blanket SO Lookup Invoices listview) the View options are not saved when you exit that particular listview screen. View is a dynamic filter allowing you to view contents of the listview in the various supplied options, and will load with the Toolbar defaults each time. Toolbar defaults, such as the default View, are preloaded and cannot be retained.

  • If the data grid is editable and you want to add new entries to the end of a data grid, first make sure that you are not in Edit Mode by pressing the Esc key. Then use the shortcut keys Ctrl + F6 to add a new row at the bottom of the data grid.

Activity considerations

Operator access to the following activities within this program can be restricted. You configure this using the Operators program.

Activity Description
VBScript editing Controls whether an operator can edit VBScripts or change customized panes. It also controls whether an operator can access the Visual Designer program (displayed from the submenu of the icon). This does not apply to importing customized panes, which is controlled by the Allow to import customized panes activity.
Listview/Forms - Export or print data Controls whether an operator can print the contents of a listview and/or output the contents of a listview to an HTML page, XML document or Excel spreadsheet.
Save list view layout when using roles / industry / system-wide Controls whether operator changes to listviews layouts are saved when the operator belongs to a role (Customization Management).

If access to this activity is enabled, then the operator can rearrange and resize columns, remove columns and add them back, and apply grouping and sorting to listviews. These settings are preserved when exiting the application when the user is linked to a role. In addition, the operator can reset the listview layout, even if roles are in use.

However, if the administrator changes the design of the listview layout for the given role, then the newly-designed layout is automatically applied when the operator re-launches the application. In other words, the operator can adjust the listview column settings for personal use until such time as the administrator specifically designs that listview layout, when the new layout is applied.

If a listview layout has been designed for the application at role level, then pressing Ctrl+F5 will reset the view to the default role-based layout.
Main menu - Customize options Controls whether an operator can access the Personalize function to configure desktop settings (SYSPRO Ribbon bar->Home->Personalize).
[Note]

This option only takes effect the first time the operator logs into SYSPRO after the activity was set to either allowed or denied.

Role-based considerations

  • If your operator code is linked to a role and the activity to save the listview layout when using roles is enabled (Operators) then you can customize the listview and save your changes. However, your changes are lost as soon as a new design layout is applied to the listview for your role.

    If you are denied access to this activity, then you can remove and reposition columns in a listview, but your changes are not saved. The next time you load the application, the original listview layout for your role is restored.

  • You can reset the layout of a listview (Ctrl+F5) layout regardless of whether roles are in use - the view is reset to the default role-based layout.

Custom column considerations

  • If the data grid is editable and you enter a key field for which table/custom columns apply, the system automatically derives the data for those columns and populates the current row.

    Note that although the listview may be editable, it does not make the added custom column or master table column editable.

  • You can add entries to the file CUSQVW.IMP (using the same structure as the IMPQVW.IMP file) in the CUSPROGS folder for user-defined Quick Views.

  • If you want to add a custom column to a listview that includes a Gantt chart column, you will first need to remove the Gantt chart column before you can add a custom column. A message will be received when you attempt to add a custom column prompting you to remove the Gantt chart column.

    You can also remove the column from the listview if you select Customize > Show Gantt Chart Column from the context-sensitive menu, and deselect the Show Gantt Chart Column option.

  • Custom columns requiring the information to be built up from complex or compound keys can be added to the listview. These are columns where data to read the custom columns or Master Table might be derived from many different columns to build up the compound key.

    Multiple key elements required to read a complex key in a Master Table need to be defined in the file IMPQVW.IMP. The last section of the IMPQVW.IMP file contains entries preceded by the section header [Compound Keys]. Entries after this section header describe complex or compound keys.

    If the entry required for a specific listview is not yet defined in IMPQVW.IMP, then you can create the required entry in the file CUSQVW.IMP file in the CUSPROGS folder. The structure of the CUSQVW.IMP is identical to that of IMPQVW.IMP.

    An example of a CUSQVW.IMP file is:

    [Compound Keys]
ArMultAddress ARSSHP customer|address
ArMultAddress ARSSHP customer|address code

    Note that the same table name can be described multiple times, if listviews have different column names to describe the same key element. In the above example, one listview might define a column as Address code whereas another might define it as Address. You can simply define the same table twice with different column names and the system will resolve the correct table name to use from the available listview column names.

Quick view considerations

  • Quick views refer to customizable displays of context-sensitive information (i.e. a mini query) using either a smart link, or a key field hyperlink on a form.

    You can move a Quick View freely around the screen, or pin it to a fixed position. You can also tailor the contents of the Quick View screen.

Developer considerations

  • Temporary listview files are stored in the \Settings folder on the client. These files have a suffix of LV_ and are used as temporary files to populate listviews in SYSPRO. These files are removed automatically from the client when you exit SYSPRO.

Hints and tips

View additional functions

  • Press Ctrl+F1 within a listview or form to view a full list of functions available.

  • Right-click on a tile or a category header within either the Navigation Pane or Favorites to view a full list of functions available.

Column display in listviews

  • Use the Field Chooser option to add additional columns to the listview (right-click any of the listview column headings).

  • Drag columns to resequence them.

  • Change the width of a column by dragging the vertical bar between the column headings.

  • Maximize the width of the data in a column by double-clicking the vertical bar immediately to the right of the column's heading.

Sort and filter listview

  • Sort the displayed fields according to any column within the listview by clicking the mouse pointer in the heading of the column you want to sort.

  • Use the Filter Text function (Ctrl+F) to quickly find items containing the string of characters you enter.