Layout Tutorial

Overview#

• Most lists in BOS Enterprise are grids: columns of fields and rows of records.
• You can choose, arrange, sort, filter and group the columns, and save the layout for yourself or for all users.
• If you do not save a layout, the default layout comes back the next time you open the screen.
• For every option, see Layout.

💡These tutorials explain how to arrange a grid, search, filter and group it, save or restore the layout, work with two panels, change the window size and colours, and renew the licence.

How to Add or Remove Columns#

1. Click the Field Chooser (*) in the first column of the grid.
2. Check the columns to show and uncheck the ones to hide.
   • Note: Click (All) to select all or none of the columns. Check (Sorted) to list the columns alphabetically instead of in screen order.
3. Click outside the list to close it.
4. Note: To hide one column quickly, right-click its header and select Remove This Column.

How to Arrange Columns#

• Resize: Drag the line to the right of the column header.
• Fit the contents: Right-click the column header and select Best Fit, or Best Fit (All Columns) for every column.
• Move: Click and hold the column header and drag it to its new place. Green arrows show where it will go.
• Sort: Click the column header. Click it again to reverse the order.
• Align: Right-click the column header, select Alignment and then Align Left, Align Right or Align Center.

How to Search a Grid#

1. Enter a word or part of a word in the search bar above the grid. Only the records that contain it remain.
2. To clear the search, click the X in the search bar.

How to Filter a Column#

1. Click the filter icon (funnel) on the right of the column header.
2. Check the values to show. A date column also offers periods, for example, This Month.
3. The filter appears at the bottom left of the grid. To clear it, click the red X there.

How to Group by a Column#

1. Right-click the column header and select one of these:
   • Group By This Field = Groups the records under the column's values.
   • Group By Box = Opens an area above the grid. Drag column headers into it to group by them.
2. Click the arrow next to a group to expand it. Drag more column headers next to the first one to nest the groups.
3. To remove a grouping, right-click the grouped header and select Remove from Grouping, or drag the header back to the grid. To remove all groupings, right-click the grouping area and select Clear Grouping.

How to Save or Restore a Layout#

1. Arrange the grid as you want it.
2. Click Menu (button) > Layout & Grids and select one of these:
   • Save = Saves the layout for you.
   • Save (All Users) = Saves the layout for everyone.
   • Restore Default = Returns your layout to the default.
   • Restore Default (All Users) = Returns everyone's layout to the default.
3. Note: Restoring the default for all users needs a restart. At The default layout will be restored after you restart BOS Enterprise. Restart now?, click Yes to restart now.

How to Work with Two Panels#

• Some screens open on the right and move the current screen to the left.
• To resize the panels, drag the three vertical dots between them.
• Use the icons at the top left:
  • Four coloured squares: Shows the menu buttons on the left; the right panel stays.
  • ▶ | and | ◀: Move the left panel to the right, or the right panel to the left. The panel it replaces closes.
  • Square with a green right half: Closes the right panel.

How to Change the Window Size or Colours#

1. Click the menu button at the bottom right of BOS Enterprise.
2. Select one of these:
   • Window = Select a size, for example, 1366 x 768.
   • Layout = Select a theme, for example, Light - Bezier (the default) or Dark - Regular.
3. For a new theme, at Restart now to apply layout changes?, click Yes. Click Cancel to keep your current theme.

How to Renew the Licence#

1. Navigate to Main Menu > Help > Renew License.
2. Expiry Date = Enter the new expiry date.
3. Key = Enter the key you received.
4. Click Renew (button). The Log shows the progress.
   • Note: If the key does not match the date, the message Invalid Key. Please enter a valid Expiry Date and Key appears. If the computer's date is wrong, the message Computer date is incorrect. Please set the computer's date to the current date. appears.