Advanced List Management Window

When you are working with saved searches, sorts, and reports, especially with lots of inline reports, things can get spread around a bit. This window is a central place to access all this information. It also includes some additional list related functionality such as importing and exporting advanced print report definitions.

When the window if first opened, you will see a list of list type windows on the left. If the Window column is checked for a list, this means it can be opened in a window. The other lists are only available as inline reports or as child windows. You can use the search field to quickly find a list or just scroll until you find it. If you Double-Click a list that has a window, the window will be opened.

Saved Searches, Sorts, Reports

When you select a list, the right side of the window will update to show a list of saved searches, saved sorts, and saved reports. Double-Clicking any of these will open up the appropriate window so you can edit it directly. You can also change the name of any of these items by Click-Pause-Clicking on the item and then entering a new name. To create a new item, click the appropriate + button. Click the - button to delete an item.

If you Right-Click a saved search, you can choose from the following options:

If you Right-Click a saved sort, you can choose from the following options:

If you Right-Click a saved report, you can choose from the following options:

Importing

If someone has sent you a file with an exported saved search, sort, or report from their system, you can import it into your Fusion system. It is helpful when someone builds a useful report to be able to share it with others. To import a file, click the Import… button and then choose the file. Fusion will analyze the file and then show an Import window so you can see what will be imported.

In the Import window, each saved search, sort, report, and variable that is in the file will be listed. They aren't all automatically imported since it is possible you may already have an item with the same name. If Fusion detects any potential conflicts, it will list the item in red and you will need to tell Fusion how to handle this item. Let's go through the list columns first. Then we'll look at the possible ways of handling conflicts.

To handle a possible conflict, select the item in the list and then choose the appropriate action from the Import Action field:

When you have checked the items to be imported and resolved any potential conflicts that may have arisen, click the Import button. If you have decided to not import from the file, click the Cancel button instead.

View Fields

With a list selected, you can click the View Fields button to see a list of all the fields available to be used in an advanced find, search, and print report. This feature is less useful now that all fields from all lists are documented in Fusion. Click the Go Back button when you are done.

View Inline Links

When you click the View Inline Links button, the main list of lists slides to the middle of the window. As you select a list, Fusion will show potential parent lists on the left and child lists on the right which can give you an idea of which lists can be used as inline reports or child windows to other lists as you design reports.

If you select a parent or child list, the possible link types will be shown below. Sometimes there are more than one way to link a parent and child list. Also, if Double-Click a parent or child list, Fusion will find that list and select it in the main list.

This feature is less useful than it used to be since list windows show these relationships in their documentation now.

When you are finished, click the Go Back button.

Getting Here

You can open this window by going to Fusion Office → Utilities → Advanced List Management.

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