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Views are where you find what you're looking for in MasterFile and are one of the keys to using MasterFile efficiently. In this issue of Just The Facts, we've summarized some tips we think will make using views more useful and enjoyable.
Using <Ctrl e> from a view will open a profile directly into edit mode.
In views, <Shift+> and <Shift-> will expand or collapse all sections. Use the <*> key on the numeric keypad to expand one category and all subcategories under it.
In views, you can drag and drop a column title to change the column order. Sorting is unaffected by changing the column order.
The  button at the top of profile forms also opens "The Summary Browser". This window lets you browse profiles to check something quickly.
If you need to create a table from the data in the rows of a view, select the rows and section titles needed in the selection margin, and choose "Edit/Copy Selected as Table". The contents of the selected rows will be copied to the clipboard and can be pasted into your word processing program, such as Word, as a table.
Some column titles have a little curved arrow in them like the three shown below:
Clicking the caret replaces the current view with the view named in the title, as if the current view was sorted by that column. The currently selected row remains selected in the new view. You may hear a beep when the a view appears. This is normal and just indicates the selected profile could not be found in the new view (such as when you have a document selected and switch to a player or fact view).
These arrows also let you switch views to find the documents, extracts or facts you're looking for when using "The Summary Browser", when inserting doc-links or when using the "Add to Existing Fact" button.
The following generally explains how most of these arrow buttons are organized to help you remember which buttons switch you to which views:
Buttons switch to other views that display the same type of profiles; that is, buttons on document views switch to other views that display documents. Similarly buttons on facts, chronology, extracts, players and research views switch to other views that display the same information.
If the arrow is next to a title, such as "Doc Type", "Date", "Impact Assessment", "Relevance", etc. the button will switch the view to the corresponding view of that name.
In all document views, the first button (which appears without a title) switches to the "everything by Issue/Topic" view. The second button switches to the "research by Issue/Topic" view.
In the fact, extract, chronology, research views, the first button switches to the respective "xxx by Issue/Topic" view. And from the "xxx by Issue/Topic" view the first button switches to the "everything by Issue/Topic"
From the "everything by Issue/Topic" or "everything by Issue X-Tab" views the first button switches between these two views.
Within the fact, extract, chronology, research views the second button switches to another view. For example in the fact views, the second button switches to the "chronology by Date" view.
You can click on a column heading with a caret or double caret to sort by that column. However, this new sort order is lost when you exit Notes or change views. To retain column sorting, click on the "File/Preferences/User Preferences" menu item, choose "User Preferences", then "Additional Options" and turn on "Retain View column sorting".
Holding the Ctrl key down while switching views, opens the new view at the currently selected row.
If you are unsure what view is currently displayed, check the Notes window title. The name of the current view is displayed in there.
If you have resized columns or rearranged the columns of a view, and want to reset the view back to its standard appearance:
- Display the view and choose "Customize This View..." from the "View" menu bar at the top of the window.
- Click "Show all" to turn on the check box, if it is visible, and answer "Yes".
- Click "Defaults", "Yes" and finally "Ok".
To open profiles or views in separate windows (not just as tabs in the main Notes window), right click over a view row, a doc-link icon or over a window tab and choose "Open In New Window".
To open several different views into the same database so you're able to browse several document collections, facts, etc. simultaneously, click on "Open database again" in the menu panel.
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