Configuring the Remote Spool Window

The Remote Spool Window (RSW) allows you to switch between a spool view and a retain view. The spool view displays the documents in the spool folder and the spool printers. The retain view only displays the documents saved to the retain folder, the spool printers are hidden. The columns in the spool view display document and printer attributes. The same attribute columns display for the spool printer and document lists. The columns in the retain view only display document attributes. You can customize both views by adding and removing columns, changing the order in which columns display and filtering the documents on values. In the spool view, you can also show or hide designated spool printers.

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Viewing spool/retain folders

Configuration is needed on the BHCS Server to allow viewing of the spool/retain folders using the Remote Spool Window client. The Barr Host Communications Suite software creates the default folder locations. See the BHCS Configuration Utility - Spool and Retain tab to make changes to the spool/retain folder locations.

The Remote Spool Window allows you to switch between a spool view, which displays the documents in the spool folder and the spool printers, and a retain view, which displays the documents saved to the retain folder.

Sorting columns

You can sort data by a number of spool document list columns and/or spool printer list columns. When sorting is applied to the view, the records are rearranged to meet the current sort settings.

Grouping by columns

You can group data by the values of one or more columns. If you group the data in the grid by a single column, records which have identical values in the same column are arranged into corresponding data groups. Each data group is identified by an expandable group row. If you then group the data by another column, the data rows within each group are combined into second level groups according to the new grouping column's values.

To group by a specific column

Use one of the following methods to group by a specific column.

• Right-click the column header and select Group By This Column.

• Right-click the column header and select Show Group By Box. Click the column header you want to group and use drag-and-drop functionality to place the column in the group panel above the grid.

To remove grouping

Use one of the following methods to remove grouping.

To change group order

Click the column header you want to move. Use drag and drop functionality to move the column header to another position within the group panel.

Configuring columns

You can configure the columns that display in the grid views. You can change the column order and choose which columns you would like to display.

To reorder columns

Click the column header you want to move. Use drag and drop functionality to place the column in a new position.

To hide columns

Use one of the following methods to hide a column.

To display hidden columns

Complete the following steps to display any hidden columns.

  1. Right-click a column header and select Column Chooser. The Customization dialog box displays listing any hidden columns.

  2. Use drag and drop functionality to place the desired column in the grid.

To automatically resize columns

Use one of the following methods to automatically resize the column(s) to fit the longest entry currently in each column(s).

Searching Columns

You can quickly search for text that displays in the document grid view. In most cases, rows are filtered automatically after a short while. In some cases (mostly when the grid is bound to a large amount of data), you need to press the Find button to manually start the search.

To display the search tool

Right-click a column header and select Show Find Panel.  

To clear the search box

Press ESC or click the Clear button.

To remove the search tool

Use one of the following methods to remove the search tool.

Filter on Values

You can customize the document grid views by filtering on values. Filters are used to view only the items that meet conditions you specify. When filtering is applied, the records displayed are restricted to those that meet the current filter criteria. For example in the Documents grid, if you filter the Class column on value A, only documents with a class value of A will display. All of the other documents still exist and can be seen again by removing the filter. You can apply filters to single or multiple columns.

To create a simple filter condition

Complete the following steps to select records that contain a specific value in a specific column.

  1. Hover over the column header you want to filter. Click the filter image () that displays in the column header. The filter menu will display listing all of the available values in the column.

  2. Select a filter value in the menu. The menu will automatically close. The grid now displays only the records which contain the specified value in the specified column. All of the other records have been hidden from the view, but can be restored by removing the filter.

Notice that a filter panel is displayed at the bottom of the grid showing the current filter criteria. You can remove the filter by clicking the close (X) button on the panel. You can enable or disable the filter using the check box on the filter panel. The right-side of the panel contains an Edit Filter button, which you can use to easily open the Filter Editor dialog box for editing.

  1. To apply another filter, repeat the above steps.

To create complex filter criteria

Complete the following steps to construct filter criteria using the Filter Editor.

  1. Right-click a column header and select Filter Editor. The dialog box displays. If no filtering has been applied to the grid, the Filter Editor will contain a new filter condition referring to the clicked column. If filtering has been applied, the Filter Editor will list all current filter conditions.

  2. Click the column name link in the condition and select the appropriate column from the list. All available columns will display in the list.

  3. Click operator link in the condition and select the appropriate comparison operator from the list. The comparison operator list displays only the operators supported by the current column's data type. For example, the Priority column is of the numeric type so the operator list doesn't display the 'Begins with' operator and other operators that are related to the string type.

  4. Click <enter a value> and enter a comparison value in the box.

  5. To add additional conditions, click the plus button next to the group's AND operator. This will create new conditions below the current one. Complete each condition statement using the steps above.

  6. Click OK or Apply to filter data using the created filter condition. A filter panel will display at the bottom of the grid showing the current filter criteria. The filter panel contains an Edit Filter button, which allows you to easily open the Filter Editor dialog box for editing.

 You can create more advanced filter criteria containing multiple logical (Boolean) operators. To change the root logical operator, click the current AND operator and select the appropriate operator from the list. You can then add a new filter condition group by clicking the operator and selecting Add Group. You can add multiple groups containing multiple conditions. Complete each group using the steps above.

To clear the filter

Use one of the following methods to clear filtering.

• Hover over the filtered column header and click the filter image () that displays. In the menu that displays, click (All).

• Right-click the filtered column header and select Clear Filter.

• To clear all filter criteria, click the (X) button in the filter panel that displays at the bottom of the filtered grid.

To disable/enable the filter

Click the Enable Filter check box in the filter panel that displays at the bottom of the filtered grid. This will toggle the filter on and off in the grid.