Reformatting Results
Users can reformat from saved results or the search results screen. Reformatting helps users format and filter records before saving or using batch options such as mailshots or shortlisting.
To use the reformatter, click on Options then Formatter Tool.
In the top half of the screen, there are 2 additional tabs (Filter and List Format) that are not found on the QuickFind formatter:
There is also the additional tab for Document Categories.
Removing Fields from the Reformat List
The top half of the formatter screen shows the fields already displayed. To remove existing fields, click on the relevant row (it will become shaded) and use the
button to remove it.
Changing the Order of the Fields in the Reformat List
To change the order of the columns, highlight a row and use the up and down arrows on the right-hand side to move the row.
Click Apply to save the changes and the list will sort be sorted as requested.
To exit without saving any changes, click Close.
Adding new fields to the formatter list
To add a field to the formatter list, type the name of the field into the search area, and click Search.
The search will find all possible matches and display them in the bottom half of the screen. To select the field and move it to the top half of the screen, double-click on the row. It will become shaded, and move to the top part of the screen. Keep adding fields as required.
Click Apply to save the changes and the result list will display all fields that have been selected.
To exit without saving any changes, click Close.
Viewing document categories in the Formatter
To check whether a candidate record contains an Adapt CV, Customised CV or Original CV, use the Document Categories tab to find out if a document exists. This is particularly useful when sending CV’s out on batch as the user can see whether the document exists.
Select the ‘Document Categories’ tab.
Double-click on the CV Category, this will display the 'child' categories.
To display the category in the search results list, double click on the row, and it will move to the top part of the screen.
Click Apply to save the changes and the search results will now display the selected fields.
To exit without saving any changes, click Close.
Users can view the document within the Document Preview Tab:
Tip
To view whether a candidate is a permanent, temporary or contract enter ‘role’ into the Search box, select 'Default Role' and Apply.
Filtering Search Results in the Formatter
To set-up a filter, click on the Filter tab.
Select the field that to use for the filter. In this example, we are filtering on the postcode field. Enter Post Code in the search box and then double click on the field from the list so the Define Filter Condition box appears..
Choose the filter Condition from:
Equal To
Not Equal To
Greater than
Less Than
Greater or Equal
Less or Equal
Begins with
Contains
Ends With
Set the value to filter on by entering it into the Value(s) field then click ‘Add’. Users can filter on more than one value, just keep entering new criteria in the Value(s) field and clicking ‘Add’.
To filter Candidates that come from Brighton, for instance, restrict the results to show all postcodes beginning with BN:
To include candidates from the Portsmouth area, enter the value PO then click Add. Click OK to save the changes and theist will display the selected fields. To exit without saving any changes, click Cancel.
List Format
The List Format tab enables users to set preferences for display.
