Adding a Sort Theme

A sort theme determines how PCS Axis sorts records in a data entry grid. Adding a sort theme allows you to choose which field(s) to sort records by and if records sort alphanumerically in ascending or descending order.

To add a sort theme, follow these steps:

1	Select one or more pipeline segments in the Select ROWs window. Click Save to close the window (Figure 4-31).

2	Click Data Entry > Edit ROW Detail to open the Edit ROW Detail window (Figure 4-32).

Note: Clicking the Selected ROWs bar collapses the Selected ROWs panel allowing you to view more of the grid. Clicking the Selected ROWs bar again expands the Selected ROWs panel.

3	To add a sort theme for the Information grid, click the Information tab if the grid is not visible. Click the Maintenance tab to display the Maintenance grid if you want to create a sort theme for this grid.

4	Click the Customize tab then the Sorts button to open the Sorts page (Figure 4-36).

Figure 4-36. Sorts

5	Click Add to open the New Sort Layout dialog box (Figure 4-37).

Figure 4-37. New Sort Layout

6	Type a name for the sort theme in the field Enter Theme Name. If you want to create a public theme, click the Public check box to place a check mark inside the check box. When the check box is empty, the sort theme saves as a private theme.

Note: Themes are either public or private. A public theme is available for use by all PCS Axis users. A private theme is available only to the user who creates it.

7	Select a sort theme with fields you want to copy to the new sort theme. Click the down arrow in Copy Fields From Theme and select a theme in the selection list.

8	Click OK to save changes and return to the Sorts page (Figure 4-38).

9	Complete the following steps in the Sorts page to add and remove fields in the new sorting theme as needed:

a	Click the toggle arrow for a field category in the left pane of the window to view a list of fields available for selection. For example, click All Fields.

b	Double-click a field listed in the left pane to move it to the right pane. Repeat this step as needed. The sorting theme includes all fields listed in the right pane.

c	If you want to remove a field in the sorting theme, double-click a field listed in the right pane to move it to the left pane. Repeat this step as needed.

10	Select a sorting method for each field listed in the right pane. To sort grid records in ascending order, click the toggle button to select ASC . To sort in descending order, click the toggle button to select DESC .

11	To change the order of fields listed in the right pane and subsequently in the grid, click and drag a field to a new position in the list. Or, select a field and then click the up or down button.

Figure 4-38. Sorts

12	Click Save to save changes.

13	To apply the new sort theme to the data entry grid, follow these steps:

a	Click the Options tab to open the options page (Figure 4-39).

b	Click the down arrow in the field Select Sort Theme and select the new sort theme in the selection list.

c	Click Apply to save and apply changes and then return to the data entry grid. To cancel changes, click the Options tab or Cancel to return to the grid.

Figure 4-39. Options