SnapShots give you the ability to display case information based on Filter expressions that you build in the application. When you create a new SnapShot, it is permanently saved in a list on the SnapShot Maintenance screen for future reference, and is available in the ‘SnapShot’ drop-down list on the main SnapShot screen. Follow the steps below to create a new SnapShot.
To Create a New SnapShot:
- Click on the ‘SnapShot Maintenance’ link in the upper right corner of the SnapShots screen.
- Select the ‘New’ button in the SnapShot Maintenance window; this will open the SnapShot Wizard.
- Follow the prompts in the SnapShot Wizard:
- Type the name of your SnapShot in the field provided.
- You can default the settings of your new SnapShot based on fields used in an existing SnapShot. If you wish to do this, select the existing SnapShot’s name from the drop-down list in the center of the screen.
- Enter a brief description of the SnapShot being created.
- Click on ‘Continue’.
- Use the ‘Filter Name’ drop-down list to select a filter that has already been created, or;
- Create a new filter by selecting the ‘New Filter Expression’ link.
- Click on ‘Continue’.
- Adding new fields to the ‘Select Fields’ List:
- Use the ‘Available Fields’ list on the left to select the columns that you would like to see displayed in your SnapShot. Select a record from the list and click on the ‘>’ button to move the field over to the ‘Select Fields’ list.
- The fields will display in the order that they are entered in the ‘Select Fields’ list. To change their order, select a record and drag it to a new position in the list.
- Click on ‘Continue’.
- Removing fields from the ‘Select Fields’ List:
- Select the record in the ‘Select Fields’ 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.
- 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 will move 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’.
- 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.
5. Select the Highlight Colors:
- Select the field that you would like to highlight.
- Click on the ‘Color’ link to select a highlight color.
- Select the ‘Bold?’ checkbox if you would like the color to display in bold text.
- Select the ‘Apply Color To’ column to set the color to the Text or the Background of the field.
- Click on the ‘When’ link to enter an expression that defines when the color is displayed in the SnapShot.
- Click on ‘Save’.
- Your new SnapShot is displayed in the SnapShot Maintenance screen. Select the SnapShot name and click on the ‘Select’ button.
- Your SnapShot will be displayed in the SnapShot grid.