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Launch Dialog

Article ID: 31912

How does the "Launch MasterMine" dialog work?


The Launch Dialog

When you launch MasterMne, you see a directory dialog that allows you to quickly locate, organize and open your existing MasterMine workbooks. The treeview on the left displays all remembered locations where you have previously saved MasterMine workbooks, both on your own workstation and on the network.

To open any report, simply select the desired folder containing the workbook in the leftside treeview, then double-click the workbook itself on the right.

Sort the files within each folder by clicking on the header of the column you wish to sort by, Filename, Modified Date, Size, or Created Date. Click again to reverse the order from ascending to descending.

Launch Dialog Menu

Create a new report by clicking on the Create menu. The details of this action are covered in the next chapter.

Open any existing report by navigating to it using a traditional windows directory dialog. Note that if you already see the file you want to open listed below, you accomplish the same thing by double-clicking on that filename to open it.

Click Recently Used to launch a workbook from a list of the ten most recently used MasterMine workbooks, in descending order from the most recent.

Click Favorites to launch a workbook you previously designated a “favorite” by right-clicking the filename in the file list below and selecting “Add to Favorites”. Favorites should be your most frequently used reports, stored anywhere on your system.

With Help you can launch the MasterMine User Manual in .pdf format, go to the MasterMine website, where you can find many resources to help you learn more about MasterMine or purchase support services or additional licenses. And finally, you can register as a MasterMine user by entering your license number.


Folder Treeview (left side)

For new users of MasterMine, this folder tree will be empty at the beginning, even if other users have “shared” reports to your GoldMine taskbar. Over time, this treeview will expand to include all additional locations where you save MasterMine Reports.

[ Why no lines yet?  Initially, the “folder list” is empty.  Once a file has been opened, saved, or created, the folder which contains the opened report will appear in the treeview from then on.

Skip right to the “Create” menu item to begin creating new reports (if you are licensed to do so) or use the “Open” dialog to navigate to a report created and saved by another user. Once a file has been opened, saved, or created in a particular location, that folder which contains the opened report will appear in the treeview.]

Select any folder on the left, and all Excel files in that folder will be displayed in the file list on the right. 

File Management:  Use the file management capability plus the right-click menus described below to organize report workbooks into a folder structure that is useful to you and your colleagues. Add folders to the treeview, for example if you don’t find a folder that you think should contain saved MasterMine reports, by using the “Open” menu item to open a sample file in that folder. Drag and drop files to selected target folders on the left. 

Search by Filename:

MasterMine can search for previously created reports by “keyword” found somewhere in the name.  Enter a keyword into the “Search” box above the file list and click the search button to the right.  This will search all file paths represented on the left side treeview for workbooks whose name includes the searched word.  The folder tree itself will be filtered down to only those containing the word in their names. 

To resume displaying all folders and files, empty the search box and click the search button.

Folder Short-menu: Use the right-click short-menu to further control the folders that are displayed here, as follows:

To set the default folder for your “Open Report” dialog as well as for the launch dialog itself, right-click on your preferred folder and select “Set Default Folder”.  Do this at least once to establish a default folder.

Choose “Hide Folder” if an undesired folder appears in the list (say, because you saved a workbook to the wrong location, or opened one in a location that’s no longer used for MasterMine reports). The hidden folder path will no longer appear in the treeview dialog, until another file in that folder is opened or saved by the user. Note this DOES NOT destroy any files or folder in Windows, unlike “Delete Folder” below.

Choose “New Sub-Folder” to create a new sub-folder below the folder on which you right-clicked to launch the short menu.

Choose “Show Sub-Folders” to temporarily expand the tree to display all sub-folders of the selected folder. To permanently add a subfolder to the tree, open any file stored in that subfolder. Otherwise, the next time you open the Launch dialog, the paths you see in the treeview will include only those where a file has been saved or opened.

Choose “Delete Folder” to actually delete a folder and its contents, the same as if you had deleted the folder in a Windows navigation. 

Files List (right side)

The files list on the right side displays all Excel workbooks found in the folder selected on the left side.  The list can be easily sorted by filename, date last modified, size, or date created, simply by clicking on the appropriate column header. If you select a folder that contains many Excel workbooks, you do not need to wait for the file list to finish filling in before you click on another folder.

The files list provides some tools for organizing your MasterMine reports more easily than if you were operating in the open Windows directory dialog.

Right-click on a filename in the file list for a short menu that allows you to open, rename, or delete the file. You can also copy the file path and name to your clipboard, for pasting elsewhere.

Drag files into any folder listed on the left side, so that you maintain a manageable list of active reports, under each folder. Sort out unused workbooks to archive folders or delete them.

Files List Short-menu

Right-click on any filename on the right side of the launch dialog to Open, Rename, or Delete the file in question.  “Open” accomplishes the same thing as double-clicking on the filename.

Choose “Copy Path to Clipboard” to save the path of this file for use in another context. This feature is commonly used to copy/paste a filepath into an e-mail or messenger text you can send to a colleague, so that they may easily open the file using MasterMine.

Choose “Add to Favorites” and “Remove from Favorites” to manage listings in your personal “Favorites” menu above.  Favorites appear in bold in the file list.  They may be included from various folders at once, so the Favorites List is a way to transcend windows folder sorting in order to always have your most frequently used reports “on top”.

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Views: 1053 Created on: Jan 17, 2017

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