User guide

Saving information in a window
When you change information in a window, you must click Save in order to apply the changes.
By default, a message box will appear if you click Close or try to exit the window by clicking
a link in the top bar, top navigation bar or side navigation bar without first clicking Save.
Clicking OK in the message box will exit the current window without saving the changes. If
you want to save the changes you have made, click Cancel in the message box, then click Save
in the window.
You may choose whether you will be reminded to save changes made in windows before
exiting them. See Changing user options on page 41.
Using the Customize link in windows
Windows that contain a Customize or Customize Fields and Filter link allow you to change
the following information:
• The number of items displayed per page in the window
• Which columns of information are displayed in Units View windows
• Which columns are included in a filter from a Units View window (available from the
Customize Fields and Filter link only)
By clicking the Customize link, you can also show units that have been hidden in a Units
View window.
NOTE: If you are in a Units View window, the link is displayed as “Custom Fields and Filter” and this window
contains additional filtering options. On any other window, the link is displayed as “Customize”. The term “Customize
link” is used throughout this document to refer to both links.
The items available for customizing and methods for changing them will vary, depending on
the window being customized. Although the items that appear in windows may vary, the items
that do appear are modified identically regardless of the window in which you clicked the
Customize link.
DSView 3 software administrators may also configure the default display for customizable
windows, that is, which columns will be displayed and how many items will be displayed per
page by default. The default values will be used by all new users and by existing users who
have not already customized their views.
To customize a window using the Customize link:
1. In a window containing a Customize link in the upper right corner, click the link. A View
Customization window will open.
2. Add, remove or move fields in the window display:
32 DSView® 3 Software Installer/User Guide