Basics and Standards found in FieldStack System

Export/Save As

FieldStack has a built-in exportation feature so that grids and search results may be saved in several formats for later usage or further analysis.  To export and save a grid or table, click on the Export/Save As icon in the top-right corner of the screen and drag it onto the data.

You will then be prompted to save the file as one of several formats.  These are:

Excel:                  document.xls

PDF:                    document.pdf

Rich Text:           document.rtf

Web Page:          document.html

Enter a file name then choose the file type and where you would like to save the file.

The selected file type will then be created containing all the information from the original grid or table. 

Excel

Excel is one of the most useful file formats for exporting data in grids and tables created in FieldStack.  To quickly export data to Excel, click on the small Excel icon in the top-right corner of the screen and drag it onto the grid to be exported.

You may then take advantage of Excel’s formatting and viewing functions and save the document as well.  This process is shorter than using the Export/Save As feature as it does not ask you to save the file first; a temporary copy is automatically generated and may be saved at any point.

Tabs (Tear out)

As different tabs (windows) are opened in FieldStack, they build up next to each other in the order that they are opened, from left to right.  The active tab appears with a border around it.

There are three ways to close a tab:

• Click the X located to the far right of the window 
• Hit [CTRL] [W]   Both of these ways will close the active tab 
• Click on the mouse wheel while hovered on a tab

If your computer is hooked up to multiple monitors, you may wish to view some of these tabs side-by-side rather than click from one to another.  To tear out a tab from the window, click on the tab heading and drag it away from the window. 

A new window is then created for the torn-out tab.  A tab can be re-attached by dragging it back into FieldStack.  The screen turns blue when it is available to re-attach.

Grid/Table Features

When you have a table of information, such as when you are viewing items in the Item Listing screen, you can filter and sort the listings.

Sorting

You can sort listings by any of the columns.  To do so, simply click on the column heading by which you wish to sort.  The sorting will either be alphabetically or numerically (according to the column) and can be in either ascending or descending order depending on how many times you click the heading.

You can also change the order of the columns by clicking on a column heading and dragging it over to the desired place.  Be careful to drag it only to the left or right as dragging it up or down may eliminate the column (if an X appears through the heading name as you drag it and you un-click, the column will be removed from view).

Additional sorting/filtering options can be found by right-clicking on the headings.

Sort Ascending:                 Sorts smallest to largest, oldest to newest, A to Z, etc.

Sort Descending:               Sorts largest to smallest, newest to oldest, Z to A, etc.

Group by This Column:     Group listings according to the information in that column

Show Group By Box:          Insert the feature to allow grouping by column headers

Hide This Column:             Removes the column of information from the viewing screen

Column Chooser:               Additional column options (columns removed appear here) – double-click to add

Best Fit:                              Re-sizes that column so that all the information in it is visible

Best Fit (all columns):       Resizes all the columns so all information is visible  

Filter Editor:                       Allows you to create specific filter parameters

Show Find Panel:               Adds search bar to the top of the screen

Show Auto Filter Row:      Adds filter row where you can type into any column to filter on that text

Filtering

Any headings on which the cursor hovers will have a small funnel icon appear in the top-right corner.  You can click this to selectively display only listings including one or more of the selections. 

For example, clicking the funnel in the Type column will give you the option to only display listings of a selected type.   All the other entries will be hidden but not deleted.

Filter Editor 

Create Filter

The Filter Editor (accessed by right-clicking on a column heading and selecting Filter Editor) may be used when you have several conditions by which to filter listings.  By default, the heading on which you click choose the Filter Editor will appear as the first condition, but it can be changed.  The green words relate to different sets of options.

• Condition group
• Column heading
• Inclusion/exclusion specification
• Value input

Example

If you wish to view only dog and cat food in the top sellers chart where there are fewer than 10 in stock, right-click on the QOH column and select Filter Editor. 

• Click on the green Equals and select Is less than or equal to to indicate the quantity parameter, and then in the <enter a value> space type in 10.  Clicking Apply now will filter the results so that only items with 10 or fewer in stock will appear. 
• To view just Dog Food and Cat Food with this stock parameter, you need to add another grouping with two conditions.  Click on the green And and select Add Group.  Click the newly added And and select Or.  Hit the plus sign (+) next to the Or to add another condition.  It is necessary to specify Or as the condition will be processed as “show listings where the type equals Cat Food Or Dog Food.”  Leaving it as AND will result in no listings being shown since a single configuration can’t start with two different terms.
• For these two conditions under Or, click on the [QOH] and select [Type].  Leave the Equals as is.  In the <enter a value> fields, type Cat Food in one, and Dog Food in the other.

When you are done, the Editor will be read as:

“Show all listings where the Type Equals Cat Food Or Dog Food And the Quantity On Hand Is less than or equal to 10.”

Be careful when filtering listings to include the correct conditions or else you may end up with the wrong view.

Remove/Edit Filter

To temporarily remove the filter, click the check box next to the condition equation below the listings.  This will remove the filtering, but leave the conditions there as an option to re-apply.  To completely remove the filter, click the X next to the check box.

If you want to change or add some conditions to the filter, click the Edit Filter option located to the right of the condition equation.  This will bring up the Filter Editor screen.  Alternatively, you can click the funnel in the column headings and select further filters that way (either clicking on an option in the drop-down menu or selecting (Custom) for more specifications.  Any edits done this way will automatically be added to the Filter Editor screen.

Grouping

To group listings by like information, right-click on a column heading and select Group By Box (many of the reports already have a space to drag headings, so this step in not necessary).  Click on the heading by which you would like to group and drag it into the black space above it.  Have several sub-groupings by dragging multiple headings up.  Click the plus (+) and minus (-) signs to display or hide the listings in the categories.

Copy cells/Right-clicking (reports)

When viewing a grid report, you can copy information in a single cell by right-clicking on it and selecting Copy. 

In many different tables and grids, right-clicking on a cell or heading will bring up a menu of additional options besides Copy.  It is recommended that when viewing different screens for the first time you try right-clicking to view any options that may be useful.

Shortcut Keys

Most aspects of FieldStack can be accessed by using shortcut keys on the keyboard.  To indicate that you are going to use a shortcut key, you must first hit the [ALT] button.  When you do this, prompt keys will then appear under the main headings. 

When you type the corresponding key, the sub-categories will then appear with similar key prompts. 

Type the keys, one at a time, until you reach the final prompt for your desired function.  The [ALT] button needs only be hit the once at the beginning of the process.

Minimize Ribbon

The Ribbon may be minimized so it does not permanently appear on the screen, but only when one of the tabs is selected.  To do this, right-click in the ribbon and select Minimize the Ribbon.

You may also click the small carrot on the far-right on the ribbon to minimize it.

To restore the ribbon to a permanent view, right-click again on an icon in the Quick Access Toolbar and re-select the Minimize the Ribbon option (this will un-check it).

More information on how to edit the items in the ribbon menus can be found here.