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Managing Directories

This topic describes how to add, modify or delete directories.

Creating Directories

This topic describes how to create new directories. Any field that is not a picture or formula can be included in the directory.

To create new directories:

1        With the Directory panel open:

Click the link “Click here to create a directory” if no directories have been created previously.

OR

Click the Manage Directories button . The Manage Directories dialog box is displayed. Then click Add.

2        The Directory Settings dialog box is displayed.

3        Enter the directory name in the Directory name field.

4        Use following functions to define the contents and format of the directory.

·         Remove fields that you do not want displayed in the directory by selecting a field in the Selected Fields area and clicking Remove.

·         Add fields to the directory by selecting a field in the Available Fields area and clicking Add.

·         Arrange the fields in the Selected Fields area in the order in which they should appear in the directory using the Move Up or Move Down buttons.

·         To change a label name, click on the label (Name, Title, and so on) and update the name as necessary.

·         For each of the fields in a directory you can set the format by clicking on the Format button.

5        In the Grid Properties area, you can change the following formatting options:

·         Show Grid: Show row and column line separators in the directory.

·         Odd/Even row fill color: Select the background fill color of odd/even directory rows from the drop-down list.

6        Click OK. The directory is created.5

7        If the Manage Directories dialog box is displayed, click Close. The directory is displayed in the Directory panel.

Editing Directories

This topic describes how to modify directories.

To edit the current directory:

·         With the Directory panel open, click the Edit Current Directory button  to modify the directory.

To edit any directory:

1        With the Directory panel open, click the Manage Directories button . The Manage Directories dialog box is displayed.

2        Select a directory and click Edit. The Directory dialog box is displayed. Modify the directory as desired.

3        Click Close to close the dialog box.

Deleting Directories

You can delete a directory that is no longer required.

To delete directories:

1        With the Directory panel open, click the Manage Directories button . The Manage Directories dialog box is displayed.

2        Select the required directory and click Delete.

3        Click Close to close the dialog box. 0