Special Layout
Order output layout determines what information your order contains and how it is arranged, that is, which fields are included in the data file you get, their sizes, names, and positions. By default the system usually includes contact information, like full address and contact name, and additionally some other fields can be included depending on the search selections.
The Special Layout feature is permission based and can be unavailable for some users.
By means of the Special Layout feature you can do the following:
• Customize a default layout and use it in your order
• Save a customized layout for future use and share it with other users in your company if necessary
• Use a layout previously saved by you or shared with you by other user and customize it if necessary
• Delete a previously saved layout (if you created it)
To access the feature, click Special Layout when placing an order.
You can make the following changes to the layout:
• Add a field. Select the field name from the Add fields list and click Add. Fields available for adding are list specific.
If you want to ensure that the added field is 100% populated, it is recommended to re-run your search including the corresponding selection if it is not yet present in your search .
• Add all fields. Click Add All. Make sure that the fields you want to include are selected in the Include column.
• Remove fields. In the Include column, clear the check boxes for the fields to be removed and click Delete Unchecked.
• Reorder fields. In the Position column, enter position numbers to rearrange the fields as desired.
• Rename fields. In the Output Name column, enter new names for the fields instead of the default ones where possible.
The following table contains detailed information on the columns used for customizing layout.
| Column Name | Column Description |
Editable |
Notes |
| Position | Indicates order of the output fields | Yes | When rearranged, positions are inserted and not swapped. For example, if the fourth field’s position is changed to 2, the position of the field which was originally second does not become 4; rather, all of the other fields are reordered and numbered consecutively in accordance with the changed position. |
| Include | Indicates whether the field can be removed from the layout | Yes | The fields with the check boxes can be removed. |
| Description | Contains the field name | No | For some fields, the column additionally contains a text box where you can enter a value to populate the field with. Examples of such fields: Keycode, First Address Line Text and so on. |
| Fields Length | Contains information about the number of characters in the field | Yes/No | Can be edited for some fields. When editable, can contain a number from 1 to 255, but no less than the minimal field length. |
| Field Min | Contains information about the type and minimum quantity of characters in the field | No | Contains char or varchar. Char is a fixed-length character data type which length is equal to the maximum size for this column. It is used when the data entries in a column are expected to be the same size, for example, State and SIC Code. Varchar is a variable-length character data type which storage size value is the actual length of the data entered, not the maximum size for this column. It is used when the data entries in a column are expected to vary in size, for example, Address and City. |
|
Output Name |
Contains the name of the output field | Yes/No | Can be edited for some fields. The first character in the output name must be a letter only. |
| Price | Indicate price for using the field in the output | No | For more information about the pricing units, see Pricing Types. |
| Unit |
1 Customize the layout and select the Save as Predefined Layout check box.
2 Enter the layout name in the text box.
3 Specify if you want the created layout to be available only to you, or share it with the other users within your company by selecting the corresponding option.
4 Click Submit.
Your newly created layout is available in the list of predefined layouts.
1 On the Special Layout page, select the previously saved layout you are interested in from the Predefined Layouts list and click Use Layout.
2 (Optional) Customize it, if necessary.
All changes are only applied to the current order. For information on saving the customized layout, see Save the Customized Layout for Future Use.
3 Click Submit.
1 On the Special Layout page, select the previously saved layout you are interested in from the Predefined Layouts list.
2 Click Delete.
It is not possible to delete a layout created by another user.
3 Select the corresponding option for making the layout available for the other users within your company.
4 Click Submit.
The layout is available for the other users within the company. They can use it, but cannot modify or delete it.