Use this page to set selection criteria to limit the request items in the summary table. Through this page, you can view and customize filter settings, column settings, and sort settings for a summary table.
As you click each tab, you can tailor the information that displays in the summary table. Click the following for descriptions of each tab in the Environment page.
Filter Settings
Column Settings
Sort Settings
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Button |
Description |
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Displays the default settings. | |
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Applies but does not save filter settings, column settings, and sort settings for the summary table. | |
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Displays the Save Settings page for you to save the filter settings, column settings, and sort settings for the summary table. | |
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Closes the Environment page without saving. The summary table displays again. |
Use the Filter Settings tab to display, specify, and re-apply filters for table display. The fields displayed are those from a summary table.
To narrow the search for a filter type, click
in the Qualifier
column that corresponds to the field on which you want to filter, and
then select one of the qualifiers. Click either or
in the Value(s) column. The following table
specifies which page displays when a qualifier is selected. For more information,
click the page name.
The <Filter> variable, shown
below in the Page displayed column, determines the title and presentation
of content of several display pages in the cash management application.
To filter on a specific account, for example, select the corresponding
Equal To (=) qualifier. <Filter>
is replaced with Account and the Select Filter Value for Account xxxxx
page displays when you click .
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Use the Column Settings tab to display or hide table columns and to rearrange the column order displayed on a summary table. This page displays two lists:
Hidden Columns
Visible Columns
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Button |
Description |
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Assigns a selected hidden column or columns to the Visible Columns list, and displays the selected column(s) in the Visible Columns box. | |
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Assigns all hidden columns listed in the Hidden Columns box, and displays them in the Visible Columns box. | |
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Unassigns the visible column or columns selected in the list of Visible Columns, and displays it in the Hidden Columns box. | |
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Unassigns all Visible Columns from the list of Visible Columns, and displays them in the Hidden Columns box. | |
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Rearranges the display order of the Visible Columns on the summary table by clicking and . |
Use the Sort Settings tab to assign a hierarchical order to columns in the summary table. Sort defaults to ascending order of the first table column, followed by the second and third table columns, however, you can choose other fields from drop-down menus on which to sort. Select to sort on descending order, if preferred.