Using the SnapShot Maintenance screen of SnapShots allows you to edit any custom SnapShot displayed in the SnapShot list. If you notice the SnapShots name is in green text this means that the SnapShot is a System SnapShot and cannot be deleted.
To Edit Existing SnapShots:
- Select the ‘SnapShot Maintenance’ link in the upper right corner of the main SnapShots screen.
- Click on the SnapShot that you would like to edit from the SnapShot Name list.
- Select the ‘Edit’ button; this will open the SnapShot Wizard.
- Follow the prompts in the SnapShot wizard:
- If necessary, edit the name of your SnapShot in the field provided.
- You can change the default settings of your existing SnapShot based on fields used in another SnapShot. If you wish to do this, select the existing SnapShots name from the drop-down list in the center of the screen.
- Edit the brief description of the SnapShot to match the changes you are making.
- Click on ‘Continue’.
- Use the ‘Filter Name’ drop-down list to select a different filter than the filter that is currently in use, or;
- Create a new filter by selecting the ‘New Filter Expression’ link.
- Click on ‘Continue’.
3. Select the Fields to Include:
- 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 new 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. Select a record from the list and click on the ‘>’ button to 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 edited 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.