› PSIsafe Desktop › Interface › Custom columns

Custom columns

The system can display five additional folder index columns. It is important to note that you can save custom columns for each cabinet independently. The columns from one cabinet do not automatically carry over to another.

Custom columns can display information from any assigned folder indexes for each cabinet. This capability is very useful in situations where you need something other than the Unique, Default, or Reference headers. You can view custom columns in Schedule, Workflow, Filer, and the Folder listing panels. Since Schedule and Workflow can potentially display index information from different cabinets, each using different index descriptions, you can create custom labels that will be used for Schedule and Workflow column headers.

Custom columns automatically appear in the column chooser listing. To activate column chooser, right-click in the column bar in workflow and the dashboard. Alternatively, you can right-click the Folder listing and select Column Chooser from the list.

To set Labels and Index settings in the Client, perform the following steps.

  1. Go to Options > Client > Custom Columns.
  2. Click Add or Edit.

    The Select Items window opens.

  3. In the Select Items window, select repository and cabinet. Click OK.

    The Custom Column dialog box will open in the Select items window.

  4. To select index for the Custom Columns Edit window, click the ellipsis to the right of the field.
  5. Select an index to assign to your label and click OK.
  6. Custom columns are filtered by folder indexes, and you can choose up to five labels. After setup is complete, restart Client to take effect. All cabinets must be closed for index settings.

These labels are the column headers used in Schedule and Workflow listings. You can access them from the column chooser. When these columns are viewed in the Folder and Filer screens, the original index description will be displayed as the column headers.

When you open the cabinet, you can see a list of folders with the information available from the custom columns setup described above.

Each user must set up their own custom columns.

To add a column to a cabinet, right-click the Sort By or Reference Index, open the column chooser, and add the columns for the cabinet. It also opens in the filer when you select the folder.

To add or remove columns, right-click the column bar and click Column Chooser. You can also drag between the customization window and the column bar.

Default columns displayed on the PSIsafe Desktop Dashboard for Workflow:

  • Status
  • Due Date
  • Name
  • Priority

Additional columns available to be displayed on the PSIsafe Desktop Dashboard for customization:

  • Cabinet

  • Category
  • City
  • Default Folder
  • DOB
  • Modified Date
  • Reference Folder
  • Repository
  • Schedule Note
  • Status
  • Type
  • Unique Folder
  • User Note
  • Zip

You can add additional columns in Customization to the Dashboard columns. To save this view, click Save Layout. This will also load the selected width/height of each pane on the Dashboard.

The following functions are available in the column chooser:

  • Sort Ascending / Descending: Change sort of current column.
  • Clear Sorting: Clear sorting you have chosen from function above.
  • Column Chooser: Opens Column Chooser window.
  • Best Fit: Sets the column to be the best fit for the content.
  • Best Fit (all columns): Sets all columns to be the best fit for the content.