SnapShots not only allow you to customize the data displayed but also to customize the display colors of that data. Page 5 of the SnapShot Wizard helps you identify individual fields by color. This is a great tool that can help you further define your query to highlight the most important information. As you customize your colors, the ‘Field’ column will display the changes. For example, page 5 of the SnapShot Wizard (the seventh screenshot below) has the ‘Case Name’ field highlighted in yellow when the ‘Date of NDR’ is blank.
- To get to page 5 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).
- Select an applicable SnapShot name and then click on the ‘Edit’ button to invoke page 1 of the SnapShot Wizard (shown in the second screenshot below).
- After making the applicable selections below, clicking on ‘Continue’ invokes page 2 of the SnapShot Wizard (shown in the second screenshot below).
- After making the applicable selections below, clicking on ‘Continue’ generates 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’ generates page 4 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 Sort Order page of this Help File), clicking on ‘Continue’ generates page 5 of the SnapShot Wizard shown in the second screenshot below.
SnapShot Wizard – Page 5
Column Definitions:
- Field:
The Field column lists all the fields that were selected to be included in the SnapShot from page 3 of the wizard, Select the Fields to Include.
- Color:
Clicking on the ‘Color’ link opens a color chart. Select the color to apply to the current field and click on ‘OK’.
- Bold?:
Mark this checkbox if you wish your colors to be displayed in bold on the SnapShot grid. To make it easier to see, we recommend that you mark this selection when applying the color to text.
- Apply Color To:
Select this option to display color either on the text or on the background of the cell in the grid.
- When:
The ‘When’ link opens the ‘General’ tab of the Filter Builder screen (shown below). Enter a new query that applies your color selections to the selected field. All the fields that are available to you when creating a new filter are also available here.
Adding Additional Colors to a Field:
The ‘Additional Color for Selected Field’ link at the bottom of the screen allows you to create a new entry in the grid for the selected field, as shown below. The new field entry is created without any color or query associated to it. This link is helpful when you want to query on different criteria for the same field in a SnapShot (e.g., if you wish to highlight the Case Name for all cases that are 30 days old in yellow, and highlight cases that are over 60 days old in red.
Removing Colors from a Field:
Click on the ‘Remove Color for Selected Field’ link as a quick way to remove all color selections on a specific field, as shown below (note that no rows are highlighted). If the field you are trying to remove color from is duplicated in the grid, the system will automatically remove the duplicate field from the grid.
