Page 4 of the SnapShot Wizard (the last screenshot shown below) sets the sort order of the fields that you selected as display columns in your SnapShot. The list of ‘Available Fields’ includes only the fields selected on Page 3 of the wizard (if you need to add additional fields, use the back (‘<‘) button to return to Page 3 of the wizard, Select the Fields to Include).
- To get to page 4 of the SnapShot Wizard, from the Trustee Suite Main Menu toolbar, select the ‘SnapShots’ tab, which invokes the screen shown below, then select the ‘SnapShot Maintenance’ link, which generates the SnapShot Maintenance screen (the second screenshot shown below).
- Clicking on ‘New’ below invokes page 1 of the SnapShot Wizard (shown in the second screenshot below).
- Select an applicable SnapShot name above and click on the ‘Edit’ button to invoke page 1 of the SnapShot Wizard (shown below). Clicking on ‘Continue’ invokes page 2 of the SnapShot Wizard (shown in the second screenshot below).
- After making the applicable selections in the screen below, clicking on ‘Continue’ invokes page 3 of the SnapShot Wizard (shown in the second screenshot below).
- After making the applicable selections below (the instructions for which are included in the Select the Fields to Include page of this Help File), clicking on ‘Continue’ invokes page 4 of the SnapShot Wizard (shown in the second screenshot below).
SnapShot Wizard – Page 4
- Adding fields to the ‘Order by’ list:
- Use the ‘Available Fields’ list on the left to select the sort order of the columns in your SnapShot. Selecting a record from the list and clicking on the ‘>’ button moves the field over to the ‘Order by’ list.
- The field order will be set based on the position of the fields in the ‘Select Fields’ list. To change the sort order, select a record and drag it to a new position in the list.
- Click on ‘Continue’, which will move you to the last page of the wizard, which is covered in the Select the Highlight Colors page of this Help File.
- Removing fields from the ‘Order by’ list:
- Select the record in the ‘Order by’ list that you would like to remove.
- Click on the ‘<‘ button to move the field back to the ‘Available Fields’ list.
- If you would like to remove all fields in the ‘Select Fields’ list, click on the ‘<<‘ button.