How do I create a custom admin view in CCH® ProSystem fx Engagement or Workpaper Manager?

There are two methods to customizationing the grid in Admin View:
  1. To customize rows of the grid, do the following:
    • Sorting Ascending or Descending, rows of the grid can be sorted by ascending or descending based on any column. You can either click directly on the column to toggle between sorting ascending or descending, or right-click on a column heading to select the Sort Ascending or Sort Descending option. To clear the sort, select Clear Sorting on the right-click menu.
    • Group By Box, the grid allows for grouping data rows against one or more columns by dragging and dropping column headings to the Group By box above the grid. If you group data by a single column, rows with identical values in the corresponding column will be arranged into data groups. Each group row in the grid can be expanded to view the underlying data rows. If you group by another column, a second level of groups is created in the grid. 
      • Note: The Group By box above the grid can be hidden or shown by right-clicking any column heading and selecting Hide Group By Box from the menu selection. If you have grouped by one or more columns, right click in the Group By area to select to Full Expand, Full Collapse or Clear Group.
    • Filter, rows of the grid can be added or removed by using any of the following filter features:
      • Use Filter Row, in one or more cells of the filter row (the row above the grid), you can:
        • Enter one or more characters. As you type, the grid will display only the rows that match the column being filtered.
          • Example: In the Binder ID column, enter 12 and all binder IDs that start with "12" will display in the grid.
        • Asterisk (*) entered prior to a specific value is used as a wildcard to represent "contains."
          • Example: In the Binder Name column, enter *tax and all binder names that have the word "tax" will display in the grid, not just the names that start with tax.
        • Question marks (?) are placeholders which designate a character location. 
          • Example: In the Binder ID column, enter ???5 and all binder IDs that have a "5" in the fourth digit will display in the grid.
          • Note: The filter row can be hidden or displayed by right-clicking any column heading and selecting Hide Auto Filter Row from the menu selection.
      • Use Filter Icon in Column Heading, hover your mouse over the right corner of each column heading to click the filter icon . A list of filter elections displays:
        • (All) removes a previously selected or entered filter to display all rows.
        • (Custom) opens a Custom AutoFilter dialog, where you can enter one or two conditions in which you want to filter the data.
        • (Blanks) displays the rows that have a blank in the selected column.
        • Select a specific value that exists in the column.
    • Find Panel, to find rows of the grid where any column of data contains a certain value, right click any column header and select Show Find Panel from the menu selection. A Find Panel will display above the grid for you to enter the value upon which to filter the grid to display only the rows that match that value.
  2. To customize the columns of the grid, do the following: 
  • Remove This Column, to remove any column of the grid, right-click the column header and select Remove This Column from the menu selection. The column will be removed.
  • Column Chooser, to add or remove one or more columns of the grid, right-click any column header and select Column Chooser from the menu selection. The Customization dialog will display. You can drag and drop columns from the grid to the Customization dialog to remove columns. To add the columns back to the grid, drag and drop them from the Customization dialog to the position in the grid where you want the column to be added back.
  • Best Fit, to resize the width of a column to the best fit based on the values in the column, right-click the column header and select Best Fit from the menu selection.
  • Best Fit (all columns), to resize the width of all columns to the best fit based on the values in the columns, right-click any column header and select Best Fit (all columns) from the menu selection.

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